Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2017
Q3
Sell
-1,050
Closed -$49K 441
2017
Q2
$49K Sell
1,050
-75
-7% -$3.5K 0.04% 254
2017
Q1
$55K Sell
1,125
-25
-2% -$1.22K 0.05% 226
2016
Q4
$55K Buy
+1,150
New +$55K 0.05% 250