Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2018
Q1
Sell
-4,208
Closed -$325K 236
2017
Q4
$325K Sell
4,208
-815
-16% -$62.9K 0.34% 130
2017
Q3
$405K Buy
5,023
+4,923
+4,923% +$397K 0.37% 95
2017
Q2
$8K Buy
+100
New +$8K 0.01% 559