Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2018
Q1
Hold
0
716
2017
Q4
Sell
-36,000
Closed -$1.87M 718
2017
Q3
$1.87M Buy
+36,000
New +$1.87M 2.44% 4
2016
Q4
Sell
-2,000
Closed -$105K 172
2016
Q3
$105K Buy
+2,000
New +$105K 0.09% 135
2016
Q2
Hold
0
285
2013
Q4
Sell
-4,032
Closed -$146K 152
2013
Q3
$146K Buy
+4,032
New +$146K 0.16% 50
2013
Q2
Hold
0
81