Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2018
Q2
Hold
0
1432
2018
Q1
Hold
0
1504
2017
Q4
Hold
0
1417
2017
Q3
Hold
0
1437
2017
Q2
Hold
0
1496
2017
Q1
Hold
0
1435
2016
Q4
Hold
0
1422
2016
Q3
Hold
0
1270
2016
Q2
Hold
0
1200
2016
Q1
Hold
0
1265
2015
Q4
Hold
0
1437
2015
Q3
Sell
-13,487
Closed -$242K 1524
2015
Q2
$242K Sell
13,487
-6,747
-33% -$121K ﹤0.01% 804
2015
Q1
$484K Sell
20,234
-21,955
-52% -$525K ﹤0.01% 560
2014
Q4
$997K Buy
+42,189
New +$997K 0.01% 418