Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2017
Q2
Hold
0
629
2017
Q1
Hold
0
866
2016
Q2
Sell
-16,684
Closed -$258K 739
2016
Q1
$258K Sell
16,684
-1,039
-6% -$16.1K ﹤0.01% 368
2015
Q4
$300K Buy
+17,723
New +$300K ﹤0.01% 362
2015
Q3
Hold
0
819
2015
Q2
Hold
0
850
2015
Q1
Hold
0
872
2014
Q4
Hold
0
919
2014
Q3
Sell
-23,072
Closed -$550K 928
2014
Q2
$550K Sell
23,072
-6,888
-23% -$164K ﹤0.01% 424
2014
Q1
$799K Sell
29,960
-36,281
-55% -$968K ﹤0.01% 271
2013
Q4
$2.11M Buy
+66,241
New +$2.11M 0.01% 133
2013
Q3
Hold
0
1163
2013
Q2
Hold
0
1041