Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2017
Q3
Sell
-22,138
Closed -$1.04M 448
2017
Q2
$1.04M Buy
22,138
+16,915
+324% +$792K 0.07% 299
2017
Q1
$244K Sell
5,223
-3,332
-39% -$156K 0.02% 319
2016
Q4
$401K Buy
+8,555
New +$401K 0.06% 257
2016
Q2
Sell
-7,621
Closed -$292 545
2016
Q1
$292 Buy
+7,621
New +$292 0.03% 330