Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2017
Q3
Sell
-2,079
Closed -$138K 731
2017
Q2
$138K Buy
+2,079
New +$138K 0.1% 350
2017
Q1
Sell
-5,632
Closed -$229K 845
2016
Q4
$229K Buy
5,632
+1,058
+23% +$43K 0.15% 280
2016
Q3
$229K Buy
+4,574
New +$229K 0.18% 214