Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2018
Q3
Sell
-8,099
Closed -$505K 1042
2018
Q2
$505K Sell
8,099
-380
-4% -$23.7K ﹤0.01% 568
2018
Q1
$442K Sell
8,479
-2,982
-26% -$155K ﹤0.01% 746
2017
Q4
$573K Hold
11,461
﹤0.01% 429
2017
Q3
$500K Buy
+11,461
New +$500K ﹤0.01% 517