Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2017
Q3
Sell
-15,606
Closed -$462K 24
2017
Q2
$462K Sell
15,606
-2,242
-13% -$66.4K 0.18% 186
2017
Q1
$475K Sell
17,848
-1,016
-5% -$27K 0.15% 231
2016
Q4
$487K Buy
18,864
+4,644
+33% +$120K 0.13% 244
2016
Q3
$390K Sell
14,220
-1,450
-9% -$39.8K 0.09% 330
2016
Q2
$378K Buy
+15,670
New +$378K 0.07% 475