Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2017
Q1
Sell
-1,838
Closed -$203K 647
2016
Q4
$203K Sell
1,838
-858
-32% -$94.8K 0.01% 591
2016
Q3
$317K Sell
2,696
-203
-7% -$23.9K 0.02% 476
2016
Q2
$303K Sell
2,899
-1,476
-34% -$154K 0.02% 462
2016
Q1
$509K Buy
4,375
+285
+7% +$33.2K 0.03% 341
2015
Q4
$469K Buy
4,090
+90
+2% +$10.3K 0.03% 354
2015
Q3
$416K Buy
4,000
+758
+23% +$78.8K 0.03% 386
2015
Q2
$365K Buy
+3,242
New +$365K 0.02% 444