Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2017
Q4
Sell
-1,707
Closed -$262K 171
2017
Q3
$262K Sell
1,707
-691
-29% -$106K 0.11% 145
2017
Q2
$396K Sell
2,398
-774
-24% -$128K 0.18% 116
2017
Q1
$561K Sell
3,172
-1,629
-34% -$288K 0.25% 97
2016
Q4
$823K Sell
4,801
-246
-5% -$42.2K 0.36% 81
2016
Q3
$978K Buy
+5,047
New +$978K 0.77% 43