Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2017
Q2
Sell
-6,154
Closed -$286K 116
2017
Q1
$286K Sell
6,154
-1,500
-20% -$69.7K 0.19% 62
2016
Q4
$296K Buy
7,654
+1,090
+17% +$42.2K 0.17% 78
2016
Q3
$283K Buy
+6,564
New +$283K 0.18% 78