Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2017
Q2
Hold
0
1085
2017
Q1
Hold
0
1189
2016
Q4
Hold
0
1180
2016
Q3
Hold
0
1124
2014
Q3
Sell
-7,419
Closed -$659K 1265
2014
Q2
$659K Buy
7,419
+4,636
+167% +$412K ﹤0.01% 371
2014
Q1
$225K Buy
+2,783
New +$225K ﹤0.01% 610
2013
Q4
Hold
0
1452
2013
Q3
Hold
0
1526
2013
Q2
Hold
0
1397