Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2018
Q2
Hold
0
1433
2017
Q4
Sell
-3,348
Closed -$89K 1418
2017
Q3
$89K Buy
+3,348
New +$89K ﹤0.01% 917
2017
Q2
Sell
-5,790
Closed -$321K 1497
2017
Q1
$321K Buy
5,790
+1,864
+47% +$103K ﹤0.01% 629
2016
Q4
$244K Buy
3,926
+1,776
+83% +$110K ﹤0.01% 703
2016
Q3
$117K Buy
+2,150
New +$117K ﹤0.01% 747
2016
Q1
Hold
0
1266
2015
Q4
Hold
0
1438
2015
Q1
Sell
-795
Closed -$61K 1450
2014
Q4
$61K Sell
795
-4,063
-84% -$312K ﹤0.01% 1027
2014
Q3
$363K Sell
4,858
-6,404
-57% -$479K ﹤0.01% 779
2014
Q2
$925K Buy
+11,262
New +$925K 0.01% 431