Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2017
Q4
Sell
-9,607
Closed -$230K 1220
2017
Q3
$230K Sell
9,607
-543
-5% -$13K ﹤0.01% 1140
2017
Q2
$210K Buy
+10,150
New +$210K ﹤0.01% 1171
2017
Q1
Sell
-9,260
Closed -$206K 1239
2016
Q4
$206K Buy
+9,260
New +$206K ﹤0.01% 1453
2014
Q2
Sell
-12,529
Closed -$305K 1403
2014
Q1
$305K Sell
12,529
-3,286
-21% -$80K ﹤0.01% 1559
2013
Q4
$427K Hold
15,815
﹤0.01% 1335
2013
Q3
$420K Buy
15,815
+2,731
+21% +$72.5K ﹤0.01% 1310
2013
Q2
$321K Buy
+13,084
New +$321K ﹤0.01% 1376