Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2018
Q2
Hold
0
1300
2018
Q1
Hold
0
1386
2017
Q4
Sell
-16,967
Closed -$642K 1291
2017
Q3
$642K Buy
+16,967
New +$642K ﹤0.01% 491
2016
Q4
Sell
-4,233
Closed -$141K 1316
2016
Q3
$141K Buy
+4,233
New +$141K ﹤0.01% 709
2016
Q2
Hold
0
1063
2016
Q1
Hold
0
1115
2015
Q4
Hold
0
1309
2015
Q3
Hold
0
1403
2015
Q2
Sell
-9,195
Closed -$241K 1411
2015
Q1
$241K Buy
9,195
+941
+11% +$24.7K ﹤0.01% 734
2014
Q4
$198K Buy
8,254
+7,718
+1,440% +$185K ﹤0.01% 791
2014
Q3
$12K Buy
+536
New +$12K ﹤0.01% 1346
2014
Q2
Hold
0
1426
2014
Q1
Sell
-6,842
Closed -$175K 1575
2013
Q4
$175K Buy
6,842
+532
+8% +$13.6K ﹤0.01% 1023
2013
Q3
$76.1K Buy
+6,310
New +$76.1K ﹤0.01% 1205