Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2017
Q4
$1.4M Buy
19,149
+10,000
+109% +$731K 0.1% 212
2017
Q3
$631K Sell
9,149
-851
-9% -$58.7K 0.04% 341
2017
Q2
$681K Buy
+10,000
New +$681K 0.04% 339
2014
Q4
Sell
-26,718
Closed -$1.17M 601
2014
Q3
$1.17M Hold
26,718
0.03% 427
2014
Q2
$1.25M Hold
26,718
0.04% 433
2014
Q1
$1.2M Buy
+26,718
New +$1.2M 0.04% 407