Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2017
Q3
Sell
-13,664
Closed -$256K 225
2017
Q2
$256K Buy
13,664
+3,947
+41% +$73.9K 0.06% 128
2017
Q1
$273K Sell
9,717
-8,198
-46% -$230K 0.06% 114
2016
Q4
$403K Buy
+17,915
New +$403K 0.1% 60