Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2018
Q1
Sell
-20,212
Closed -$896K 584
2017
Q4
$896K Sell
20,212
-1,360
-6% -$60.3K 0.03% 290
2017
Q3
$1.1M Sell
21,572
-100
-0.5% -$5.08K 0.04% 259
2017
Q2
$1.17M Buy
21,672
+16,900
+354% +$911K 0.04% 256
2017
Q1
$251K Buy
+4,772
New +$251K 0.01% 537