Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2017
Q1
Sell
-3,500
Closed -$86K 293
2016
Q4
$86K Sell
3,500
-2,500
-42% -$61.4K 0.08% 170
2016
Q3
$136K Buy
6,000
+875
+17% +$19.8K 0.09% 189
2016
Q2
$97K Buy
+5,125
New +$97K 0.07% 166