Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2017
Q4
Sell
-33,156
Closed -$1.68M 103
2017
Q3
$1.68M Sell
33,156
-3,267
-9% -$166K 1.09% 35
2017
Q2
$1.96M Buy
36,423
+1,781
+5% +$96K 1.38% 26
2017
Q1
$1.83M Buy
+34,642
New +$1.83M 1.36% 27