Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2017
Q4
Sell
-38,369
Closed -$1.46M 113
2017
Q3
$1.46M Buy
38,369
+6,000
+19% +$228K 1.11% 24
2017
Q2
$1.09M Sell
32,369
-1,002
-3% -$33.8K 0.87% 29
2017
Q1
$1.2M Buy
+33,371
New +$1.2M 1.08% 21