Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2017
Q1
Sell
-19,518
Closed -$96K 703
2016
Q4
$96K Sell
19,518
-56
-0.3% -$275 0.01% 690
2016
Q3
$120K Sell
19,574
-43
-0.2% -$264 0.01% 656
2016
Q2
$116K Sell
19,617
-6,806
-26% -$40.2K 0.01% 648
2016
Q1
$137K Buy
+26,423
New +$137K 0.01% 625