Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2017
Q4
Hold
0
271
2017
Q3
Hold
0
272
2015
Q3
Sell
-20,924
Closed -$140K 139
2015
Q2
$140K Sell
20,924
-29,892
-59% -$200K 0.03% 105
2015
Q1
$427K Buy
50,816
+33,477
+193% +$281K 0.09% 80
2014
Q4
$148K Buy
+17,339
New +$148K 0.03% 89