Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2018
Q1
Sell
-3,837
Closed -$359K 938
2017
Q4
$359K Buy
3,837
+634
+20% +$59.3K 0.05% 370
2017
Q3
$258K Buy
+3,203
New +$258K 0.06% 346