Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2018
Q2
Hold
0
1156
2018
Q1
Hold
0
1260
2017
Q4
Hold
0
1136
2017
Q3
Sell
-13,480
Closed -$1.07M 1152
2017
Q2
$1.07M Buy
+13,480
New +$1.07M 0.01% 379
2017
Q1
Hold
0
1194
2016
Q4
Sell
-670
Closed -$52K 1178
2016
Q3
$52K Sell
670
-876
-57% -$68K ﹤0.01% 884
2016
Q2
$120K Buy
+1,546
New +$120K ﹤0.01% 615
2016
Q1
Sell
-1,278
Closed -$115K 945
2015
Q4
$115K Sell
1,278
-10,001
-89% -$900K ﹤0.01% 850
2015
Q3
$886K Buy
11,279
+11,157
+9,145% +$876K ﹤0.01% 483
2015
Q2
$10K Buy
+122
New +$10K ﹤0.01% 1218
2014
Q4
Hold
0
1216
2014
Q3
Hold
0
1394