Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2017
Q3
Hold
0
953
2017
Q2
Hold
0
1011
2017
Q1
Hold
0
977
2016
Q4
Hold
0
938
2016
Q3
Sell
-74
Closed -$1K 1031
2016
Q2
$1K Buy
74
+2
+3% +$27 ﹤0.01% 787
2016
Q1
$1K Sell
72
-54,500
-100% -$757K ﹤0.01% 850
2015
Q4
$673K Buy
+54,572
New +$673K 0.01% 362
2015
Q3
Sell
-772
Closed -$13K 1364
2015
Q2
$13K Sell
772
-102,343
-99% -$1.72M ﹤0.01% 922
2015
Q1
$1.61M Buy
103,115
+36,162
+54% +$565K 0.02% 235
2014
Q4
$1.11M Sell
66,953
-53,897
-45% -$892K 0.01% 389
2014
Q3
$1.81M Buy
120,850
+120,264
+20,523% +$1.8M 0.01% 317
2014
Q2
$11K Buy
586
+500
+581% +$9.39K ﹤0.01% 1223
2014
Q1
$1K Buy
+86
New +$1K ﹤0.01% 1214
2013
Q4
Sell
-107,630
Closed -$1.94M 1345
2013
Q3
$1.94M Buy
107,630
+51,386
+91% +$926K 0.01% 213
2013
Q2
$1.1M Buy
+56,244
New +$1.1M 0.01% 310