Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2018
Q3
Sell
-8,440
Closed -$313K 764
2018
Q2
$313K Hold
8,440
﹤0.01% 575
2018
Q1
$316K Sell
8,440
-233
-3% -$8.72K ﹤0.01% 593
2017
Q4
$418K Buy
8,673
+2,009
+30% +$96.8K 0.01% 545
2017
Q3
$300K Buy
+6,664
New +$300K ﹤0.01% 583