Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2018
Q2
Sell
-6,006
Closed -$263K 75
2018
Q1
$263K Buy
+6,006
New +$263K 0.04% 238
2017
Q3
Hold
0
301
2017
Q2
Hold
0
314
2017
Q1
Hold
0
635
2016
Q4
Hold
0
603
2016
Q3
Sell
-55,954
Closed -$2.02M 484
2016
Q2
$2.02M Buy
+55,954
New +$2.02M 0.01% 89
2016
Q1
Hold
0
481
2015
Q4
Hold
0
509
2015
Q3
Hold
0
581
2015
Q2
Hold
0
640
2015
Q1
Hold
0
646
2014
Q4
Hold
0
711
2014
Q3
Hold
0
673
2014
Q2
Hold
0
780
2014
Q1
Hold
0
693
2013
Q4
Hold
0
843
2013
Q3
Hold
0
900
2013
Q2
Hold
0
783