Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2018
Q3
Hold
0
405
2018
Q2
Hold
0
576
2018
Q1
Hold
0
725
2017
Q4
Hold
0
770
2016
Q1
Hold
0
806
2015
Q4
Sell
-4,048
Closed -$357K 812
2015
Q3
$357K Buy
+4,048
New +$357K 0.01% 697
2015
Q2
Hold
0
816
2015
Q1
Hold
0
804
2014
Q4
Sell
-2,783
Closed -$210K 740
2014
Q3
$210K Buy
+2,783
New +$210K ﹤0.01% 781
2014
Q2
Sell
-14,307
Closed -$1.1M 720
2014
Q1
$1.1M Buy
+14,307
New +$1.1M 0.01% 400
2013
Q4
Sell
-6,252
Closed -$541K 691
2013
Q3
$541K Buy
+6,252
New +$541K 0.01% 665