Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2017
Q1
Sell
-63,068
Closed -$214K 451
2016
Q4
$214K Sell
63,068
-23,487
-27% -$79.7K 0.03% 417
2016
Q3
$359K Sell
86,555
-263
-0.3% -$1.09K 0.05% 343
2016
Q2
$312K Buy
+86,818
New +$312K 0.05% 334