Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2018
Q1
Sell
-3,646
Closed -$350K 1146
2017
Q4
$350K Buy
+3,646
New +$350K ﹤0.01% 904
2017
Q1
Sell
-4,000
Closed -$385K 1096
2016
Q4
$385K Buy
+4,000
New +$385K ﹤0.01% 808
2016
Q1
Sell
-8,285
Closed -$675K 1481
2015
Q4
$675K Buy
+8,285
New +$675K ﹤0.01% 543
2014
Q4
Sell
-19,536
Closed -$3.64M 1859
2014
Q3
$3.64M Buy
+19,536
New +$3.64M 0.01% 351