Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2019
Q3
Sell
-185
Closed -$8K 335
2019
Q2
$8K Buy
+185
New +$8K ﹤0.01% 488
2015
Q4
Sell
-16,022
Closed -$541K 97
2015
Q3
$541K Buy
16,022
+1,179
+8% +$39.8K 0.23% 69
2015
Q2
$593K Sell
14,843
-1,348
-8% -$53.9K 0.23% 65
2015
Q1
$608K Buy
16,191
+895
+6% +$33.6K 0.18% 75
2014
Q4
$622K Sell
15,296
-839
-5% -$34.1K 0.17% 76
2014
Q3
$707K Sell
16,135
-552
-3% -$24.2K 0.21% 72
2014
Q2
$730K Buy
16,687
+175
+1% +$7.66K 0.23% 69
2014
Q1
$723K Buy
16,512
+10,793
+189% +$473K 0.23% 68
2013
Q4
$272K Hold
5,719
0.09% 96
2013
Q3
$267K Hold
5,719
0.09% 98
2013
Q2
$256K Buy
+5,719
New +$256K 0.09% 103