Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2018
Q2
Sell
-1,363
Closed -$250K 518
2018
Q1
$250K Buy
+1,363
New +$250K 0.01% 452
2014
Q4
Sell
-16,388
Closed -$1.94M 549
2014
Q3
$1.94M Sell
16,388
-1,533
-9% -$182K 0.07% 328
2014
Q2
$2.15M Sell
17,921
-979
-5% -$117K 0.07% 326
2014
Q1
$2.14M Buy
18,900
+3,060
+19% +$347K 0.07% 320
2013
Q4
$1.86M Buy
+15,840
New +$1.86M 0.07% 322
2013
Q3
Sell
-15,840
Closed -$1.45M 481
2013
Q2
$1.45M Buy
+15,840
New +$1.45M 0.06% 301