Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2018
Q1
Sell
-3,500
Closed -$181K 758
2017
Q4
$181K Sell
3,500
-19,088
-85% -$987K 0.17% 41
2017
Q3
$599K Buy
+22,588
New +$599K 0.78% 31