Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2018
Q2
Hold
0
1587
2018
Q1
Hold
0
1629
2017
Q3
Hold
0
1571
2017
Q2
Sell
-765
Closed -$15K 1615
2017
Q1
$15K Buy
+765
New +$15K ﹤0.01% 1117
2016
Q4
Hold
0
1547
2016
Q3
Hold
0
1398
2016
Q2
Sell
-3,956
Closed -$39K 1361
2016
Q1
$39K Buy
+3,956
New +$39K ﹤0.01% 798
2015
Q4
Hold
0
1586
2015
Q3
Hold
0
1661
2015
Q2
Hold
0
1669
2015
Q1
Sell
-23,289
Closed -$276K 1587
2014
Q4
$276K Buy
+23,289
New +$276K ﹤0.01% 712
2014
Q1
Sell
-888
Closed -$19K 1751
2013
Q4
$19K Buy
+888
New +$19K ﹤0.01% 1342