Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2017
Q4
Sell
-2,533
Closed -$143K 20
2017
Q3
$143K Sell
2,533
-2,532
-50% -$143K 2.56% 16
2017
Q2
$279K Sell
5,065
-4,124
-45% -$227K 4.52% 10
2017
Q1
$483K Hold
9,189
8.37% 3
2016
Q4
$425K Buy
+9,189
New +$425K 8.02% 3