Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2017
Q3
$56K Sell
1,230
-1,490
-55% -$67.8K 0.01% 322
2017
Q2
$153K Sell
2,720
-230
-8% -$12.9K 0.03% 324
2017
Q1
$138K Sell
2,950
-2,780
-49% -$130K 0.03% 300
2016
Q4
$259K Buy
5,730
+1,060
+23% +$47.9K 0.07% 179
2016
Q3
$167K Buy
+4,670
New +$167K 0.05% 181