Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2018
Q2
Hold
0
1414
2018
Q1
Hold
0
1483
2017
Q4
Sell
-49,866
Closed -$2.1M 1400
2017
Q3
$2.1M Sell
49,866
-24,872
-33% -$1.05M 0.01% 230
2017
Q2
$3.42M Buy
+74,738
New +$3.42M 0.02% 157
2017
Q1
Hold
0
1423
2016
Q4
Sell
-5,977
Closed -$307K 1407
2016
Q3
$307K Buy
+5,977
New +$307K ﹤0.01% 548
2016
Q2
Hold
0
1177
2016
Q1
Hold
0
1241
2015
Q4
Sell
-2,905
Closed -$123K 1414
2015
Q3
$123K Buy
2,905
+2,269
+357% +$96.1K ﹤0.01% 945
2015
Q2
$34K Buy
+636
New +$34K ﹤0.01% 1159
2015
Q1
Hold
0
1430
2014
Q4
Hold
0
1439
2014
Q3
Hold
0
1566
2014
Q2
Hold
0
1512
2014
Q1
Hold
0
1652
2013
Q4
Hold
0
1613
2013
Q3
Sell
-21,264
Closed -$1.26K 1625
2013
Q2
$1.26K Buy
+21,264
New +$1.26K ﹤0.01% 423