Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2018
Q1
Sell
-16,632
Closed -$498K 965
2017
Q4
$498K Sell
16,632
-377
-2% -$11.3K 0.01% 669
2017
Q3
$548K Buy
+17,009
New +$548K 0.02% 635