Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2018
Q3
Hold
0
1634
2018
Q2
Hold
0
1584
2018
Q1
Sell
-10,995
Closed -$128K 1539
2017
Q4
$128K Sell
10,995
-3,869
-26% -$45K ﹤0.01% 1385
2017
Q3
$130K Buy
14,864
+1,723
+13% +$15.1K ﹤0.01% 1329
2017
Q2
$138K Buy
+13,141
New +$138K ﹤0.01% 1319
2015
Q3
Sell
-15,316
Closed -$340K 1139
2015
Q2
$340K Sell
15,316
-156
-1% -$3.46K 0.01% 855
2015
Q1
$4.55M Sell
15,472
-46
-0.3% -$13.5K 0.01% 748
2014
Q4
$3.03M Sell
15,518
-2,182
-12% -$426K 0.01% 884
2014
Q3
$3.35M Buy
+17,700
New +$3.35M 0.01% 818