Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2017
Q3
Sell
-1,524
Closed -$212K 372
2017
Q2
$212K Sell
1,524
-509
-25% -$70.8K 0.03% 355
2017
Q1
$268K Sell
2,033
-218
-10% -$28.7K 0.04% 336
2016
Q4
$270K Buy
+2,251
New +$270K 0.04% 344