Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2018
Q1
Sell
-2,256
Closed -$259K 734
2017
Q4
$259K Buy
2,256
+210
+10% +$24.1K 0.01% 595
2017
Q3
$219K Buy
+2,046
New +$219K 0.01% 649
2014
Q3
Sell
-3,533
Closed -$324K 894
2014
Q2
$324K Buy
3,533
+120
+4% +$11K 0.02% 613
2014
Q1
$333K Sell
3,413
-1,462
-30% -$143K 0.02% 578
2013
Q4
$446K Sell
4,875
-670
-12% -$61.3K 0.02% 544
2013
Q3
$466K Sell
5,545
-228
-4% -$19.2K 0.03% 483
2013
Q2
$502K Buy
+5,773
New +$502K 0.03% 427