Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2018
Q1
Sell
-25,065
Closed -$416K 247
2017
Q4
$416K Sell
25,065
-38,890
-61% -$645K 0.06% 222
2017
Q3
$1.1M Hold
63,955
0.16% 142
2017
Q2
$1.21M Buy
+63,955
New +$1.21M 0.52% 51