Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2017
Q4
Hold
0
1327
2017
Q3
Hold
0
1345
2017
Q2
Hold
0
1427
2017
Q1
Hold
0
1366
2016
Q4
Hold
0
1353
2016
Q1
Hold
0
1151
2015
Q4
Hold
0
1345
2015
Q3
Hold
0
1436
2015
Q2
Hold
0
1444
2015
Q1
Sell
-5,375
Closed -$148K 1357
2014
Q4
$148K Buy
+5,375
New +$148K ﹤0.01% 861
2014
Q3
Hold
0
1515
2014
Q2
Hold
0
1448
2014
Q1
Hold
0
1600
2013
Q3
Hold
0
1569
2013
Q2
Hold
0
1463