Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2018
Q2
Hold
0
1663
2018
Q1
Hold
0
1708
2017
Q4
Sell
-6,951
Closed -$565K 1634
2017
Q3
$565K Sell
6,951
-1,994
-22% -$162K ﹤0.01% 523
2017
Q2
$704K Buy
+8,945
New +$704K ﹤0.01% 481
2016
Q4
Sell
-3,313
Closed -$222K 1610
2016
Q3
$222K Buy
+3,313
New +$222K ﹤0.01% 625
2016
Q2
Hold
0
1433
2016
Q1
Hold
0
1515
2015
Q3
Hold
0
1730
2015
Q2
Sell
-2,829
Closed -$172K 1746
2015
Q1
$172K Buy
+2,829
New +$172K ﹤0.01% 814
2014
Q2
Sell
-32,073
Closed -$1.43M 1678
2014
Q1
$1.43M Buy
+32,073
New +$1.43M 0.01% 387
2013
Q4
Sell
-23,694
Closed -$490K 1803
2013
Q3
$490K Sell
23,694
-6,206
-21% -$128K ﹤0.01% 718
2013
Q2
$1.1K Buy
+29,900
New +$1.1K ﹤0.01% 458