Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2018
Q2
Sell
-25,985
Closed -$2.83M 71
2018
Q1
$2.83M Buy
+25,985
New +$2.83M 1.37% 19
2014
Q2
Sell
-41,255
Closed -$2.85M 135
2014
Q1
$2.85M Buy
41,255
+5,590
+16% +$386K 1.23% 34
2013
Q4
$2.3M Buy
35,665
+665
+2% +$42.8K 0.97% 37
2013
Q3
$2.13M Buy
+35,000
New +$2.13M 0.92% 35