Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2017
Q4
Sell
-1,418
Closed -$64K 421
2017
Q3
$64K Sell
1,418
-3,670
-72% -$166K 0.06% 321
2017
Q2
$287K Sell
5,088
-2,086
-29% -$118K 0.21% 198
2017
Q1
$335K Buy
7,174
+496
+7% +$23.2K 0.23% 157
2016
Q4
$302K Buy
+6,678
New +$302K 0.2% 201