Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2017
Q4
Sell
-865
Closed -$40K 1533
2017
Q3
$40K Buy
+865
New +$40K ﹤0.01% 1027
2017
Q2
Hold
0
1592
2017
Q1
Hold
0
1550
2016
Q4
Hold
0
1529
2016
Q3
Sell
-2,072
Closed -$64K 1375
2016
Q2
$64K Buy
+2,072
New +$64K ﹤0.01% 730
2016
Q1
Hold
0
1403
2015
Q2
Hold
0
1638
2015
Q1
Hold
0
1554
2014
Q4
Hold
0
1559
2014
Q3
Sell
-3,063
Closed -$117K 1666
2014
Q2
$117K Buy
+3,063
New +$117K ﹤0.01% 1023