Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2017
Q1
Sell
-2,000
Closed -$201K 150
2016
Q4
$201K Sell
2,000
-500
-20% -$50.3K 0.09% 121
2016
Q3
$227K Buy
+2,500
New +$227K 0.12% 103