Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2018
Q1
Sell
-12,673
Closed -$1.04M 156
2017
Q4
$1.04M Buy
12,673
+5,693
+82% +$468K 0.32% 64
2017
Q3
$541K Buy
+6,980
New +$541K 0.39% 57