Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2018
Q1
Sell
-940
Closed -$220K 363
2017
Q4
$220K Buy
940
+60
+7% +$14K 0.01% 325
2017
Q3
$218K Buy
+880
New +$218K 0.01% 315