Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2017
Q4
$669K Sell
12,445
-15,893
-56% -$854K 0.49% 27
2017
Q3
$1.73M Sell
28,338
-18,434
-39% -$1.13M 1.19% 36
2017
Q2
$2.86M Sell
46,772
-262
-0.6% -$16K 1.85% 22
2017
Q1
$2.85M Hold
47,034
1.87% 22
2016
Q4
$2.64M Buy
+47,034
New +$2.64M 1.88% 21