Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2018
Q3
Sell
-2,168
Closed -$15K 4240
2018
Q2
$15K Buy
+2,168
New +$15K ﹤0.01% 3179
2016
Q3
Sell
-6,280
Closed -$70K 3338
2016
Q2
$70K Buy
+6,280
New +$70K ﹤0.01% 2492
2015
Q4
Sell
-25,109
Closed -$412K 3372
2015
Q3
$412K Buy
+25,109
New +$412K ﹤0.01% 1697
2014
Q3
Sell
-2,901
Closed -$154K 3223
2014
Q2
$154K Buy
2,901
+691
+31% +$36.7K ﹤0.01% 1992
2014
Q1
$131K Sell
2,210
-3,664
-62% -$217K ﹤0.01% 2192
2013
Q4
$533K Buy
5,874
+2,586
+79% +$235K 0.01% 983
2013
Q3
$306K Buy
3,288
+1,935
+143% +$180K ﹤0.01% 1820
2013
Q2
$170K Buy
+1,353
New +$170K ﹤0.01% 1999