Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2017
Q3
Sell
-4,739
Closed -$357K 197
2017
Q2
$357K Sell
4,739
-1,153
-20% -$86.9K 0.48% 107
2017
Q1
$408K Buy
+5,892
New +$408K 0.38% 130
2016
Q4
Sell
-5,832
Closed -$402K 64
2016
Q3
$402K Buy
+5,832
New +$402K 0.35% 29