Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2017
Q2
Sell
-1,300
Closed -$25K 304
2017
Q1
$25K Sell
1,300
-2,100
-62% -$40.4K 0.02% 223
2016
Q4
$77K Buy
+3,400
New +$77K 0.07% 186