Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2018
Q3
Sell
-1,391
Closed -$259K 740
2018
Q2
$259K Buy
1,391
+30
+2% +$5.59K ﹤0.01% 596
2018
Q1
$253K Sell
1,361
-571
-30% -$106K ﹤0.01% 624
2017
Q4
$341K Sell
1,932
-75
-4% -$13.2K ﹤0.01% 586
2017
Q3
$347K Buy
2,007
+168
+9% +$29K ﹤0.01% 560
2017
Q2
$261K Sell
1,839
-755
-29% -$107K ﹤0.01% 571
2017
Q1
$367K Buy
+2,594
New +$367K 0.01% 525
2013
Q4
Sell
-31,686
Closed -$2.27M 554
2013
Q3
$2.27M Sell
31,686
-26,136
-45% -$1.87M 0.06% 168
2013
Q2
$3.5M Buy
+57,822
New +$3.5M 0.13% 109