Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2017
Q3
Sell
-9,429
Closed -$883K 345
2017
Q2
$883K Buy
9,429
+3,862
+69% +$362K 0.02% 302
2017
Q1
$451K Sell
5,567
-536
-9% -$43.4K 0.01% 325
2016
Q4
$534K Buy
6,103
+119
+2% +$10.4K 0.01% 324
2016
Q3
$476K Sell
5,984
-38
-0.6% -$3.02K 0.01% 315
2016
Q2
$451K Buy
6,022
+1,272
+27% +$95.3K 0.01% 312
2016
Q1
$409K Buy
+4,750
New +$409K 0.01% 312