Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2018
Q1
Sell
-6,339
Closed -$520K 176
2017
Q4
$520K Sell
6,339
-6,402
-50% -$525K 0.07% 82
2017
Q3
$987K Buy
+12,741
New +$987K 0.15% 42