Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2017
Q3
Sell
-14,931
Closed -$2.6M 131
2017
Q2
$2.6M Buy
14,931
+64
+0.4% +$11.1K 0.49% 59
2017
Q1
$2.38M Sell
14,867
-1,820
-11% -$291K 0.47% 62
2016
Q4
$2.49M Sell
16,687
-3,066
-16% -$458K 0.47% 58
2016
Q3
$2.91M Buy
+19,753
New +$2.91M 0.52% 56