Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2018
Q1
Sell
-13,944
Closed -$328K 872
2017
Q4
$328K Buy
13,944
+2,520
+22% +$59.3K 0.01% 621
2017
Q3
$296K Sell
11,424
-28
-0.2% -$725 0.01% 701
2017
Q2
$272K Buy
+11,452
New +$272K 0.01% 721