Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2018
Q2
Hold
0
1160
2017
Q4
Hold
0
1138
2017
Q3
Sell
-2,558
Closed -$161K 1156
2017
Q2
$161K Buy
+2,558
New +$161K ﹤0.01% 888
2017
Q1
Sell
-12,906
Closed -$550K 1199
2016
Q4
$550K Buy
+12,906
New +$550K ﹤0.01% 516
2016
Q3
Hold
0
1028
2016
Q2
Hold
0
915
2016
Q1
Hold
0
948
2015
Q4
Hold
0
1166
2015
Q3
Hold
0
1268
2015
Q2
Hold
0
1268
2015
Q1
Hold
0
1184
2014
Q4
Hold
0
1218
2014
Q3
Hold
0
1396
2014
Q2
Hold
0
1323
2014
Q1
Hold
0
1473
2013
Q4
Sell
-52,400
Closed -$451K 1434
2013
Q3
$451K Buy
+52,400
New +$451K ﹤0.01% 740