Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2018
Q3
$500K Sell
37,092
-83,014
-69% -$1.12M ﹤0.01% 378
2018
Q2
$1.57M Buy
120,106
+10,347
+9% +$135K 0.02% 160
2018
Q1
$1.44M Buy
109,759
+33,084
+43% +$434K 0.01% 183
2017
Q4
$1.02M Sell
76,675
-5,231
-6% -$69.7K 0.01% 224
2017
Q3
$1.23M Buy
81,906
+67,823
+482% +$1.02M 0.02% 156
2017
Q2
$234K Buy
+14,083
New +$234K ﹤0.01% 424
2015
Q4
Sell
-3,036
Closed -$34K 774
2015
Q3
$34K Sell
3,036
-8,317
-73% -$93.1K ﹤0.01% 591
2015
Q2
$207K Sell
11,353
-898
-7% -$16.4K 0.01% 258
2015
Q1
$249K Sell
12,251
-1,044
-8% -$21.2K 0.01% 202
2014
Q4
$287K Buy
13,295
+5,850
+79% +$126K 0.02% 131
2014
Q3
$132K Buy
7,445
+2,484
+50% +$44K 0.01% 233
2014
Q2
$88K Buy
+4,961
New +$88K 0.01% 253