Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2018
Q2
Hold
0
1986
2018
Q1
Hold
0
1971
2017
Q4
Hold
0
1941
2017
Q2
Sell
-1,604
Closed -$166K 1955
2017
Q1
$166K Buy
+1,604
New +$166K ﹤0.01% 811
2016
Q4
Sell
-2,489
Closed -$269K 1885
2016
Q3
$269K Buy
+2,489
New +$269K ﹤0.01% 577
2016
Q2
Hold
0
1751
2016
Q1
Hold
0
1847
2015
Q2
Hold
0
2024
2015
Q1
Hold
0
1959
2014
Q4
Hold
0
1917
2014
Q3
Sell
-1,964
Closed -$206K 1955
2014
Q2
$206K Buy
+1,964
New +$206K ﹤0.01% 899