Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2018
Q1
Sell
-1,560
Closed -$242K 257
2017
Q4
$242K Buy
+1,560
New +$242K 0.04% 219
2017
Q3
Sell
-1,230
Closed -$203K 235
2017
Q2
$203K Buy
+1,230
New +$203K 0.06% 166
2014
Q3
Sell
-1,310
Closed -$308K 186
2014
Q2
$308K Sell
1,310
-900
-41% -$212K 0.17% 117
2014
Q1
$328K Sell
2,210
-105
-5% -$15.6K 0.2% 101
2013
Q4
$327K Sell
2,315
-400
-15% -$56.5K 0.21% 101
2013
Q3
$326K Hold
2,715
0.21% 109
2013
Q2
$258K Buy
+2,715
New +$258K 0.19% 121