Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2017
Q2
Hold
0
644
2017
Q1
Hold
0
881
2016
Q4
Hold
0
845
2016
Q3
Sell
-3,832
Closed -$390K 760
2016
Q2
$390K Buy
+3,832
New +$390K ﹤0.01% 320
2016
Q1
Sell
-7,657
Closed -$941K 742
2015
Q4
$941K Buy
7,657
+3,161
+70% +$388K ﹤0.01% 170
2015
Q3
$489K Buy
+4,496
New +$489K ﹤0.01% 328
2015
Q2
Hold
0
861
2015
Q1
Sell
-10,788
Closed -$1.06M 886
2014
Q4
$1.06M Buy
10,788
+3,171
+42% +$311K ﹤0.01% 209
2014
Q3
$658K Buy
7,617
+3,240
+74% +$280K ﹤0.01% 359
2014
Q2
$391K Sell
4,377
-13,899
-76% -$1.24M ﹤0.01% 529
2014
Q1
$1.53M Buy
+18,276
New +$1.53M 0.01% 138
2013
Q4
Hold
0
1108