Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2017
Q4
Sell
-8,729
Closed -$452K 635
2017
Q3
$452K Sell
8,729
-43,788
-83% -$2.27M 0.07% 511
2017
Q2
$2.23M Sell
52,517
-23,277
-31% -$988K 0.26% 86
2017
Q1
$2.96M Buy
75,794
+44,669
+144% +$1.74M 0.29% 94
2016
Q4
$1.25M Buy
+31,125
New +$1.25M 0.1% 344