Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2017
Q3
Sell
-11,473
Closed -$259K 31
2017
Q2
$259K Sell
11,473
-644
-5% -$14.5K 0.1% 380
2017
Q1
$318K Buy
12,117
+493
+4% +$12.9K 0.1% 363
2016
Q4
$278K Buy
+11,624
New +$278K 0.07% 427