Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2017
Q3
Hold
0
1133
2017
Q2
Hold
0
1190
2017
Q1
Hold
0
1174
2016
Q4
Hold
0
1155
2016
Q2
Hold
0
1339
2016
Q1
Hold
0
1395
2015
Q4
Sell
-153
Closed -$14K 1460
2015
Q3
$14K Buy
153
+94
+159% +$8.6K ﹤0.01% 975
2015
Q2
$6K Hold
59
﹤0.01% 977
2015
Q1
$5K Sell
59
-4,144
-99% -$351K ﹤0.01% 1021
2014
Q4
$396K Sell
4,203
-2,915
-41% -$275K ﹤0.01% 612
2014
Q3
$575K Buy
7,118
+3,108
+78% +$251K ﹤0.01% 574
2014
Q2
$338K Sell
4,010
-8,898
-69% -$750K ﹤0.01% 710
2014
Q1
$1.05M Buy
12,908
+3,422
+36% +$279K 0.01% 408
2013
Q4
$713K Buy
+9,486
New +$713K ﹤0.01% 475
2013
Q3
Hold
0
1524
2013
Q2
Hold
0
1447