Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2018
Q2
Hold
0
1509
2018
Q1
Hold
0
1564
2017
Q4
Hold
0
1487
2017
Q3
Hold
0
1498
2017
Q2
Hold
0
1546
2017
Q1
Hold
0
1501
2016
Q4
Hold
0
1488
2016
Q3
Hold
0
1330
2016
Q2
Hold
0
1274
2016
Q1
Hold
0
1335
2015
Q4
Hold
0
1500
2015
Q3
Hold
0
1583
2015
Q2
Sell
-14,454
Closed -$27K 1586
2015
Q1
$27K Sell
14,454
-87,815
-86% -$164K ﹤0.01% 1084
2014
Q4
$276K Sell
102,269
-631
-0.6% -$1.7K ﹤0.01% 711
2014
Q3
$284K Sell
102,900
-101,600
-50% -$280K ﹤0.01% 841
2014
Q2
$843K Sell
204,500
-40,937
-17% -$169K 0.01% 451
2014
Q1
$864K Buy
245,437
+9,334
+4% +$32.9K 0.01% 531
2013
Q4
$786K Sell
236,103
-363,099
-61% -$1.21M 0.01% 585
2013
Q3
$1.43M Buy
599,202
+56,318
+10% +$134K 0.01% 439
2013
Q2
$2.35K Buy
+542,884
New +$2.35K 0.01% 292