Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2018
Q3
$698K Sell
1,865
-100
-5% -$37.4K 0.08% 169
2018
Q2
$769K Hold
1,965
0.09% 165
2018
Q1
$580K Buy
+1,965
New +$580K 0.07% 170
2014
Q1
Sell
-7,000
Closed -$368K 197
2013
Q4
$368K Sell
7,000
-7,000
-50% -$368K 0.07% 155
2013
Q3
$618K Buy
+14,000
New +$618K 0.12% 132