Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2017
Q4
Sell
-8,063
Closed -$263K 1285
2017
Q3
$263K Buy
8,063
+56
+0.7% +$1.83K 0.01% 1093
2017
Q2
$288K Buy
8,007
+769
+11% +$27.7K 0.01% 1000
2017
Q1
$230K Buy
7,238
+601
+9% +$19.1K 0.01% 1064
2016
Q4
$201K Buy
+6,637
New +$201K 0.01% 1086