Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2017
Q2
Sell
-13,630
Closed -$788K 3332
2017
Q1
$788K Buy
13,630
+4,577
+51% +$265K 0.02% 899
2016
Q4
$489K Sell
9,053
-15,270
-63% -$825K 0.01% 1498
2016
Q3
$1.14M Buy
24,323
+15,035
+162% +$703K 0.03% 600
2016
Q2
$401K Buy
+9,288
New +$401K 0.01% 1570