Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2018
Q1
Sell
-5,774
Closed -$308K 56
2017
Q4
$308K Sell
5,774
-37,409
-87% -$2M 0.11% 53
2017
Q3
$1.91M Sell
43,183
-1,981
-4% -$87.7K 0.72% 34
2017
Q2
$1.82M Sell
45,164
-42,835
-49% -$1.72M 0.72% 34
2017
Q1
$3.61M Buy
87,999
+4,497
+5% +$184K 1.6% 30
2016
Q4
$3.22M Buy
+83,502
New +$3.22M 1.55% 33