Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2017
Q3
Sell
-4,068
Closed -$219K 100
2017
Q2
$219K Sell
4,068
-918
-18% -$49.4K 0.28% 63
2017
Q1
$305K Buy
4,986
+411
+9% +$25.1K 0.35% 56
2016
Q4
$261K Buy
+4,575
New +$261K 0.29% 64