Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2017
Q2
Sell
-151
Closed -$5K 415
2017
Q1
$5K Buy
+151
New +$5K ﹤0.01% 300
2016
Q1
Sell
-9,483
Closed -$310K 359
2015
Q4
$310K Buy
+9,483
New +$310K 0.25% 118