Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2018
Q4
Sell
-2,897
Closed -$259K 1320
2018
Q3
$259K Sell
2,897
-147
-5% -$13.1K ﹤0.01% 1130
2018
Q2
$257K Buy
+3,044
New +$257K ﹤0.01% 1133
2014
Q2
Sell
-81,339
Closed -$2.07M 1626
2014
Q1
$2.07M Buy
81,339
+30,922
+61% +$786K 0.01% 666
2013
Q4
$1.16M Sell
50,417
-316
-0.6% -$7.3K ﹤0.01% 857
2013
Q3
$1.08M Buy
+50,733
New +$1.08M ﹤0.01% 856