Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2017
Q2
Hold
0
620
2017
Q1
Hold
0
860
2016
Q4
Hold
0
828
2016
Q3
Sell
-14,453
Closed -$267K 739
2016
Q2
$267K Buy
+14,453
New +$267K ﹤0.01% 383
2016
Q1
Sell
-11,297
Closed -$263K 721
2015
Q4
$263K Buy
+11,297
New +$263K ﹤0.01% 387
2015
Q3
Hold
0
812
2015
Q2
Sell
-10,729
Closed -$251K 846
2015
Q1
$251K Buy
+10,729
New +$251K ﹤0.01% 510
2014
Q4
Hold
0
915
2014
Q3
Hold
0
922
2014
Q2
Hold
0
999
2014
Q1
Hold
0
966
2013
Q4
Sell
-33,877
Closed -$734K 1090
2013
Q3
$734K Buy
+33,877
New +$734K ﹤0.01% 389
2013
Q2
Hold
0
1033