Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2017
Q1
Sell
-8,103
Closed -$203K 756
2016
Q4
$203K Sell
8,103
-101
-1% -$2.53K 0.02% 642
2016
Q3
$227K Buy
8,204
+176
+2% +$4.87K 0.02% 564
2016
Q2
$240K Buy
8,028
+359
+5% +$10.7K 0.02% 535
2016
Q1
$228K Sell
7,669
-1,649
-18% -$49K 0.02% 551
2015
Q4
$253K Buy
+9,318
New +$253K 0.02% 523