Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2018
Q1
Sell
-10,629
Closed -$214K 183
2017
Q4
$214K Hold
10,629
0.03% 209
2017
Q3
$200K Sell
10,629
-7,115
-40% -$134K 0.03% 213
2017
Q2
$333K Buy
17,744
+666
+4% +$12.5K 0.05% 234
2017
Q1
$304K Buy
+17,078
New +$304K 0.04% 282
2014
Q1
Sell
-4,502
Closed -$60K 312
2013
Q4
$60K Buy
+4,502
New +$60K 0.02% 545