Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2018
Q2
$498K Buy
4,807
+762
+19% +$78.9K ﹤0.01% 568
2018
Q1
$398K Buy
+4,045
New +$398K ﹤0.01% 712
2017
Q4
Hold
0
1761
2017
Q3
Hold
0
1794
2017
Q2
Hold
0
1776
2017
Q1
Sell
-15,810
Closed -$981K 1736
2016
Q4
$981K Buy
+15,810
New +$981K 0.01% 395
2016
Q3
Hold
0
1576
2016
Q2
Hold
0
1546
2016
Q1
Hold
0
1642
2015
Q4
Hold
0
1759
2015
Q3
Hold
0
1842
2015
Q2
Hold
0
1849
2015
Q1
Hold
0
1786
2014
Q4
Sell
-759
Closed -$37K 1753
2014
Q3
$37K Buy
+759
New +$37K ﹤0.01% 1273
2014
Q2
Hold
0
1760
2014
Q1
Hold
0
1892
2013
Q4
Sell
-6,538
Closed -$173K 1886
2013
Q3
$173K Buy
+6,538
New +$173K ﹤0.01% 1017
2013
Q2
Hold
0
1677