Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2017
Q3
Hold
0
949
2017
Q2
Hold
0
1007
2017
Q1
Hold
0
971
2016
Q4
Sell
-5,400
Closed -$118K 932
2016
Q3
$118K Buy
+5,400
New +$118K ﹤0.01% 514
2016
Q1
Hold
0
1173
2015
Q4
Hold
0
1284
2015
Q3
Hold
0
1357
2015
Q2
Hold
0
1336
2015
Q1
Hold
0
1381
2014
Q4
Sell
-410
Closed -$8K 1400
2014
Q3
$8K Buy
+410
New +$8K ﹤0.01% 1163
2014
Q2
Hold
0
1549
2014
Q1
Sell
-1,945
Closed -$34K 1423
2013
Q4
$34K Buy
+1,945
New +$34K ﹤0.01% 968
2013
Q3
Sell
-41,340
Closed -$843K 1362
2013
Q2
$843K Buy
+41,340
New +$843K 0.01% 369