Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2018
Q1
Sell
-4,368
Closed -$371K 876
2017
Q4
$371K Buy
4,368
+334
+8% +$28.4K 0.05% 359
2017
Q3
$397K Buy
+4,034
New +$397K 0.09% 210