Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2018
Q3
Sell
-3,740
Closed -$311K 1578
2018
Q2
$311K Sell
3,740
-5,007
-57% -$416K ﹤0.01% 1210
2018
Q1
$617K Buy
8,747
+2,433
+39% +$172K ﹤0.01% 923
2017
Q4
$313K Buy
6,314
+1,819
+40% +$90.2K ﹤0.01% 1225
2017
Q3
$201K Buy
+4,495
New +$201K ﹤0.01% 1427
2015
Q2
Sell
-4,314
Closed -$276K 2136
2015
Q1
$276K Sell
4,314
-429
-9% -$27.4K ﹤0.01% 1512
2014
Q4
$269K Sell
4,743
-766
-14% -$43.4K ﹤0.01% 1558
2014
Q3
$280K Buy
+5,509
New +$280K ﹤0.01% 1616