Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2017
Q3
Sell
-42,939
Closed -$246K 829
2017
Q2
$246K Sell
42,939
-11,260
-21% -$64.5K 0.02% 697
2017
Q1
$320K Sell
54,199
-6,381
-11% -$37.7K 0.02% 540
2016
Q4
$367K Buy
+60,580
New +$367K 0.03% 507