Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2017
Q1
Sell
-4,325
Closed -$357K 1095
2016
Q4
$357K Buy
4,325
+238
+6% +$19.6K 0.05% 579
2016
Q3
$266K Buy
+4,087
New +$266K 0.04% 679