Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2018
Q3
Sell
-16,260
Closed -$219K 75
2018
Q2
$219K Sell
16,260
-2,465
-13% -$33.2K 0.05% 73
2018
Q1
$254K Hold
18,725
0.05% 68
2017
Q4
$292K Sell
18,725
-28,500
-60% -$444K 0.06% 68
2017
Q3
$937K Buy
47,225
+28,500
+152% +$565K 0.2% 40
2017
Q2
$349K Buy
+18,725
New +$349K 0.08% 62