Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2018
Q3
Sell
-4,354
Closed -$90K 1455
2018
Q2
$90K Hold
4,354
﹤0.01% 696
2018
Q1
$90K Sell
4,354
-6,953
-61% -$144K ﹤0.01% 687
2017
Q4
$264K Sell
11,307
-3,140
-22% -$73.3K ﹤0.01% 517
2017
Q3
$299K Sell
14,447
-111,873
-89% -$2.32M 0.01% 481
2017
Q2
$2.98M Buy
126,320
+12,697
+11% +$299K 0.06% 154
2017
Q1
$2.63M Buy
113,623
+16,755
+17% +$388K 0.06% 157
2016
Q4
$2.42M Buy
96,868
+39,901
+70% +$996K 0.05% 156
2016
Q3
$1.57M Buy
+56,967
New +$1.57M 0.04% 192