Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2017
Q1
Hold
0
776
2016
Q4
Hold
0
733
2016
Q3
Hold
0
640
2016
Q2
Hold
0
640
2016
Q1
Hold
0
626
2015
Q4
Hold
0
658
2015
Q3
Hold
0
716
2015
Q1
Hold
0
772
2014
Q4
Sell
-2,403
Closed -$236K 824
2014
Q3
$236K Buy
+2,403
New +$236K ﹤0.01% 581
2014
Q2
Hold
0
912
2014
Q1
Hold
0
855
2013
Q4
Hold
0
992
2013
Q3
Hold
0
1049
2013
Q2
Hold
0
944