Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2017
Q4
Sell
-12,197
Closed -$198K 1059
2017
Q3
$198K Sell
12,197
-2,202
-15% -$35.7K 0.02% 547
2017
Q2
$216K Buy
14,399
+3,987
+38% +$59.8K 0.04% 517
2017
Q1
$141K Buy
+10,412
New +$141K 0.03% 716