Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2017
Q2
Sell
-5,189
Closed -$286K 245
2017
Q1
$286K Buy
5,189
+392
+8% +$21.6K 0.11% 188
2016
Q4
$346K Buy
+4,797
New +$346K 0.13% 153