Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2018
Q1
Sell
-31
Closed -$10K 153
2017
Q4
$10K Sell
31
-1,789
-98% -$577K ﹤0.01% 134
2017
Q3
$570K Sell
1,820
-4,835
-73% -$1.51M 0.08% 52
2017
Q2
$1.81M Buy
+6,655
New +$1.81M 0.22% 45