Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2018
Q2
Hold
0
1900
2018
Q1
Hold
0
1913
2017
Q4
Hold
0
1868
2017
Q3
Sell
-1,700
Closed -$25K 1889
2017
Q2
$25K Buy
+1,700
New +$25K ﹤0.01% 1172
2017
Q1
Sell
-9,219
Closed -$109K 1833
2016
Q4
$109K Buy
+9,219
New +$109K ﹤0.01% 901
2016
Q2
Hold
0
1657
2016
Q1
Hold
0
1754
2015
Q3
Sell
-15,503
Closed -$254K 1937
2015
Q2
$254K Buy
+15,503
New +$254K ﹤0.01% 788