Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2017
Q3
Sell
-6,511
Closed -$601K 1395
2017
Q2
$601K Sell
6,511
-2,183
-25% -$202K 0.02% 768
2017
Q1
$795K Buy
8,694
+748
+9% +$68.4K 0.02% 647
2016
Q4
$546K Buy
7,946
+816
+11% +$56.1K 0.02% 781
2016
Q3
$499K Buy
+7,130
New +$499K 0.01% 810