Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2018
Q3
Sell
-3,938
Closed -$590K 387
2018
Q2
$590K Sell
3,938
-178
-4% -$26.7K 0.01% 303
2018
Q1
$623K Sell
4,116
-655
-14% -$99.1K 0.01% 292
2017
Q4
$655K Sell
4,771
-4,784
-50% -$657K 0.01% 306
2017
Q3
$1.21M Buy
+9,555
New +$1.21M 0.02% 278
2014
Q2
Sell
-546
Closed -$68K 601
2014
Q1
$68K Buy
+546
New +$68K ﹤0.01% 631