Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2017
Q2
Sell
-12,442
Closed -$177K 331
2017
Q1
$177K Buy
12,442
+1,793
+17% +$25.5K 0.03% 161
2016
Q4
$200K Buy
+10,649
New +$200K 0.39% 54