Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2017
Q3
Sell
-2,704
Closed -$466K 12
2017
Q2
$466K Sell
2,704
-207
-7% -$35.7K 0.18% 181
2017
Q1
$478K Sell
2,911
-382
-12% -$62.7K 0.16% 216
2016
Q4
$481K Buy
3,293
+1,024
+45% +$150K 0.13% 251
2016
Q3
$378K Sell
2,269
-134
-6% -$22.3K 0.09% 361
2016
Q2
$366K Buy
+2,403
New +$366K 0.07% 508