Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2018
Q1
Hold
0
436
2017
Q4
Hold
0
529
2016
Q1
Hold
0
452
2015
Q4
Hold
0
488
2015
Q1
Sell
-164,770
Closed -$675K 556
2014
Q4
$675K Sell
164,770
-18,750
-10% -$76.8K 0.01% 156
2014
Q3
$662K Sell
183,520
-54,000
-23% -$195K 0.01% 174
2014
Q2
$797K Sell
237,520
-213,000
-47% -$715K 0.01% 150
2014
Q1
$1.72M Buy
450,520
+375,000
+497% +$1.43M 0.03% 83
2013
Q4
$261K Buy
+75,520
New +$261K ﹤0.01% 278