Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2018
Q4
Sell
-3,679
Closed -$283K 185
2018
Q3
$283K Hold
3,679
0.04% 157
2018
Q2
$295K Sell
3,679
-553
-13% -$44.3K 0.05% 149
2018
Q1
$298K Sell
4,232
-13,347
-76% -$940K 0.05% 148
2017
Q4
$1.17M Hold
17,579
0.17% 87
2017
Q3
$1.24M Buy
17,579
+7,315
+71% +$517K 0.27% 70
2017
Q2
$650K Sell
10,264
-3,751
-27% -$238K 0.16% 113
2017
Q1
$961K Buy
+14,015
New +$961K 0.25% 73