Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2018
Q1
Sell
-4,680
Closed -$250K 362
2017
Q4
$250K Sell
4,680
-30
-0.6% -$1.6K 0.1% 189
2017
Q3
$261K Buy
4,710
+330
+8% +$18.3K 0.12% 175
2017
Q2
$228K Buy
+4,380
New +$228K 0.11% 203