Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2017
Q2
Sell
-4,618
Closed -$478K 738
2017
Q1
$478K Sell
4,618
-660
-13% -$68.3K 0.16% 219
2016
Q4
$476K Buy
5,278
+1,639
+45% +$148K 0.13% 255
2016
Q3
$402K Sell
3,639
-194
-5% -$21.4K 0.1% 297
2016
Q2
$361K Buy
+3,833
New +$361K 0.07% 521