Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2018
Q2
Sell
-3,629
Closed -$150K 3799
2018
Q1
$150K Sell
3,629
-11,909
-77% -$492K ﹤0.01% 2039
2017
Q4
$465K Sell
15,538
-14,008
-47% -$419K ﹤0.01% 1478
2017
Q3
$954K Buy
29,546
+156
+0.5% +$5.04K ﹤0.01% 1104
2017
Q2
$933K Buy
29,390
+5,612
+24% +$178K ﹤0.01% 1083
2017
Q1
$696K Buy
23,778
+11,586
+95% +$339K ﹤0.01% 1246
2016
Q4
$389K Buy
12,192
+2,340
+24% +$74.7K ﹤0.01% 1487
2016
Q3
$265K Buy
9,852
+1,683
+21% +$45.3K ﹤0.01% 1638
2016
Q2
$191K Sell
8,169
-3,110
-28% -$72.7K ﹤0.01% 1734
2016
Q1
$304K Sell
11,279
-20,340
-64% -$548K ﹤0.01% 1508
2015
Q4
$949K Buy
+31,619
New +$949K ﹤0.01% 980