Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2018
Q2
Hold
0
1769
2018
Q1
Hold
0
1790
2017
Q3
Hold
0
1767
2017
Q2
Hold
0
1757
2017
Q1
Hold
0
1721
2016
Q4
Hold
0
1687
2016
Q3
Hold
0
1557
2016
Q2
Hold
0
1523
2015
Q4
Sell
-4,776
Closed -$136K 1740
2015
Q3
$136K Sell
4,776
-20,406
-81% -$581K ﹤0.01% 925
2015
Q2
$1.02M Sell
25,182
-3,900
-13% -$157K 0.01% 427
2015
Q1
$1.35M Buy
+29,082
New +$1.35M 0.01% 326
2014
Q4
Hold
0
1733
2014
Q3
Hold
0
1808
2013
Q4
Sell
-2,600
Closed -$28K 1873
2013
Q3
$28K Buy
+2,600
New +$28K ﹤0.01% 1347
2013
Q2
Hold
0
1665