Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2018
Q4
Hold
0
348
2018
Q3
Hold
0
397
2015
Q3
Sell
-33,428
Closed -$1.77M 331
2015
Q2
$1.77M Buy
33,428
+9,601
+40% +$508K 0.11% 90
2015
Q1
$1.22M Buy
+23,827
New +$1.22M 0.1% 107
2014
Q1
Sell
-20,000
Closed -$661K 209
2013
Q4
$661K Buy
+20,000
New +$661K 0.11% 100