Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2017
Q4
Sell
-6,230
Closed -$131K 1879
2017
Q3
$131K Sell
6,230
-10,075
-62% -$212K ﹤0.01% 856
2017
Q2
$247K Buy
16,305
+5,364
+49% +$81.3K ﹤0.01% 763
2017
Q1
$202K Buy
+10,941
New +$202K ﹤0.01% 765
2016
Q4
Sell
-3,231
Closed -$30K 1812
2016
Q3
$30K Buy
+3,231
New +$30K ﹤0.01% 930
2016
Q2
Hold
0
1670
2016
Q1
Hold
0
1769
2015
Q4
Hold
0
1860
2015
Q3
Hold
0
1948
2014
Q4
Sell
-25,549
Closed -$666K 1853
2014
Q3
$666K Buy
25,549
+13,430
+111% +$350K 0.01% 604
2014
Q2
$326K Sell
12,119
-9,469
-44% -$255K ﹤0.01% 735
2014
Q1
$513K Buy
21,588
+5,493
+34% +$131K ﹤0.01% 706
2013
Q4
$371K Buy
16,095
+581
+4% +$13.4K ﹤0.01% 793
2013
Q3
$190K Sell
15,514
-8,996
-37% -$110K ﹤0.01% 1003
2013
Q2
$494 Buy
+24,510
New +$494 ﹤0.01% 663