Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2018
Q1
Sell
-3,981
Closed -$219K 222
2017
Q4
$219K Hold
3,981
0.03% 196
2017
Q3
$204K Sell
3,981
-3,042
-43% -$156K 0.03% 191
2017
Q2
$327K Sell
7,023
-73
-1% -$3.4K 0.05% 248
2017
Q1
$333K Buy
+7,096
New +$333K 0.05% 252
2014
Q1
Sell
-4,283
Closed -$150K 418
2013
Q4
$150K Buy
+4,283
New +$150K 0.04% 303