Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2017
Q4
Sell
-5,699
Closed -$217K 138
2017
Q3
$217K Sell
5,699
-8,654
-60% -$330K 0.56% 98
2017
Q2
$391K Buy
+14,353
New +$391K 0.89% 34
2016
Q4
Sell
-10,747
Closed -$368K 116
2016
Q3
$368K Buy
+10,747
New +$368K 0.41% 28