Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2018
Q1
Hold
0
1959
2017
Q4
Hold
0
1928
2017
Q3
Hold
0
1954
2016
Q2
Hold
0
1734
2016
Q1
Hold
0
1828
2015
Q3
Hold
0
1996
2015
Q2
Hold
0
2009
2015
Q1
Hold
0
1948
2014
Q4
Sell
-5,428
Closed -$299K 1906
2014
Q3
$299K Buy
5,428
+1,004
+23% +$55.3K ﹤0.01% 829
2014
Q2
$256K Buy
+4,424
New +$256K ﹤0.01% 822
2014
Q1
Sell
-4,339
Closed -$272K 2013
2013
Q4
$272K Buy
+4,339
New +$272K ﹤0.01% 883
2013
Q3
Hold
0
1984
2013
Q2
Hold
0
1756