Creative Planning’s Moatable, Inc. American Depositary Share (each representing forty-five (45) Class A Ordinary Shares) MTBL Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2017
Q3
Sell
-3,133
Closed -$6K 3767
2017
Q2
$6K Sell
3,133
-667
-18% -$1.28K ﹤0.01% 3877
2017
Q1
$9K Sell
3,800
-1
-0% -$2 ﹤0.01% 3633
2016
Q4
$9K Sell
3,801
-15,000
-80% -$35.5K ﹤0.01% 3578
2016
Q3
$58K Sell
18,801
-66
-0.3% -$204 ﹤0.01% 2230
2016
Q2
$51K Hold
18,867
﹤0.01% 2117
2016
Q1
$93K Buy
18,867
+67
+0.4% +$330 ﹤0.01% 1671
2015
Q4
$104K Hold
18,800
﹤0.01% 1592
2015
Q3
$87K Buy
+18,800
New +$87K ﹤0.01% 1662
2015
Q2
Sell
-667
Closed -$2K 3038
2015
Q1
$2K Buy
+667
New +$2K ﹤0.01% 3811
2014
Q3
Sell
-400
Closed -$2K 4025
2014
Q2
$2K Hold
400
﹤0.01% 3440
2014
Q1
$2K Hold
400
﹤0.01% 3302
2013
Q4
$2K Hold
400
﹤0.01% 3125
2013
Q3
$2K Hold
400
﹤0.01% 3010
2013
Q2
$2K Buy
+400
New +$2K ﹤0.01% 2856