Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2017
Q4
Sell
-8,764
Closed -$862K 1015
2017
Q3
$862K Sell
8,764
-616
-7% -$60.6K 0.03% 351
2017
Q2
$822K Hold
9,380
0.02% 361
2017
Q1
$755K Buy
9,380
+560
+6% +$45.1K 0.02% 360
2016
Q4
$594K Buy
+8,820
New +$594K 0.02% 384