Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2017
Q1
Sell
-16,298
Closed -$251K 96
2016
Q4
$251K Sell
16,298
-3,563
-18% -$54.9K 0.14% 64
2016
Q3
$266K Buy
+19,861
New +$266K 0.17% 60