Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2018
Q1
Hold
0
472
2017
Q4
Hold
0
566
2017
Q3
Hold
0
562
2017
Q2
Sell
-7,614
Closed -$250K 551
2017
Q1
$250K Buy
+7,614
New +$250K ﹤0.01% 207
2016
Q2
Hold
0
477
2016
Q1
Hold
0
474
2015
Q3
Hold
0
520
2015
Q2
Hold
0
537
2014
Q2
Sell
-18,180
Closed -$364K 624
2014
Q1
$364K Buy
+18,180
New +$364K 0.01% 211
2013
Q4
Hold
0
589