Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2018
Q2
Hold
0
1809
2017
Q4
Hold
0
1781
2017
Q3
Hold
0
1808
2017
Q2
Hold
0
1797
2017
Q1
Sell
-217
Closed -$10K 1754
2016
Q4
$10K Buy
+217
New +$10K ﹤0.01% 1125
2015
Q4
Hold
0
1774
2015
Q3
Hold
0
1859
2015
Q1
Hold
0
1802
2014
Q4
Hold
0
1767
2014
Q3
Hold
0
1829
2014
Q2
Hold
0
1772
2014
Q1
Hold
0
1908
2013
Q4
Sell
-22,012
Closed -$343K 1899
2013
Q3
$343K Buy
22,012
+10,363
+89% +$162K ﹤0.01% 834
2013
Q2
$349 Buy
+11,649
New +$349 ﹤0.01% 767