Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2018
Q2
Hold
0
1688
2018
Q1
Hold
0
1721
2017
Q4
Hold
0
1653
2017
Q3
Sell
-18,242
Closed -$294K 1674
2017
Q2
$294K Buy
18,242
+10,626
+140% +$171K ﹤0.01% 708
2017
Q1
$97K Buy
+7,616
New +$97K ﹤0.01% 920
2016
Q4
Hold
0
1624
2016
Q3
Sell
-8,452
Closed -$56K 1484
2016
Q2
$56K Buy
+8,452
New +$56K ﹤0.01% 747
2016
Q1
Sell
-6,937
Closed -$55K 1528
2015
Q4
$55K Buy
+6,937
New +$55K ﹤0.01% 983
2014
Q3
Hold
0
1740
2014
Q2
Sell
-7,160
Closed -$168K 1693
2014
Q1
$168K Buy
+7,160
New +$168K ﹤0.01% 1035
2013
Q4
Sell
-17,820
Closed -$222K 1818
2013
Q3
$222K Sell
17,820
-21,634
-55% -$270K ﹤0.01% 959
2013
Q2
$915 Buy
+39,454
New +$915 ﹤0.01% 503