Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2018
Q1
Sell
-4,466
Closed -$342K 963
2017
Q4
$342K Sell
4,466
-2,337
-34% -$179K 0.05% 392
2017
Q3
$455K Sell
6,803
-1,835
-21% -$123K 0.11% 182
2017
Q2
$600K Buy
+8,638
New +$600K 0.16% 98