Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2017
Q4
Sell
-1,104
Closed -$249K 32
2017
Q3
$249K Sell
1,104
-503
-31% -$113K 0.22% 101
2017
Q2
$349K Buy
1,607
+404
+34% +$87.7K 0.26% 95
2017
Q1
$235K Sell
1,203
-800
-40% -$156K 0.2% 127
2016
Q4
$373K Buy
2,003
+2
+0.1% +$372 0.32% 90
2016
Q3
$349K Buy
+2,001
New +$349K 0.36% 82