Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2017
Q3
Sell
-5,986
Closed -$379K 373
2017
Q2
$379K Sell
5,986
-357
-6% -$22.6K 0.06% 302
2017
Q1
$383K Sell
6,343
-987
-13% -$59.6K 0.05% 341
2016
Q4
$360K Sell
7,330
-1,374
-16% -$67.5K 0.05% 332
2016
Q3
$365K Sell
8,704
-952
-10% -$39.9K 0.05% 342
2016
Q2
$388K Buy
+9,656
New +$388K 0.06% 304