Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2017
Q1
Sell
-5,200
Closed -$250K 112
2016
Q4
$250K Sell
5,200
-1,000
-16% -$48.1K 0.03% 109
2016
Q3
$334K Hold
6,200
0.04% 79
2016
Q2
$336K Buy
+6,200
New +$336K 0.03% 78
2014
Q4
Sell
-6,200
Closed -$356K 72
2014
Q3
$356K Hold
6,200
0.03% 71
2014
Q2
$414K Buy
+6,200
New +$414K 0.04% 66