Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2017
Q3
$940K Hold
6,300
0.64% 65
2017
Q2
$891K Buy
6,300
+2,900
+85% +$410K 0.63% 60
2017
Q1
$442K Sell
3,400
-4,400
-56% -$572K 0.27% 117
2016
Q4
$803K Buy
7,800
+800
+11% +$82.4K 0.51% 64
2016
Q3
$760K Buy
7,000
+1,800
+35% +$195K 0.49% 68
2016
Q2
$498K Buy
+5,200
New +$498K 0.24% 122