Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2018
Q1
Hold
0
439
2017
Q4
Hold
0
544
2017
Q3
Hold
0
525
2017
Q2
Sell
-3,068
Closed -$210K 751
2017
Q1
$210K Buy
+3,068
New +$210K ﹤0.01% 559
2016
Q4
Hold
0
910
2016
Q3
Hold
0
835
2016
Q2
Hold
0
831
2015
Q2
Sell
-8,837
Closed -$431K 931
2015
Q1
$431K Sell
8,837
-1,696
-16% -$82.7K ﹤0.01% 404
2014
Q4
$512K Buy
+10,533
New +$512K ﹤0.01% 389
2014
Q3
Sell
-6,364
Closed -$353K 1028
2014
Q2
$353K Buy
+6,364
New +$353K ﹤0.01% 557
2014
Q1
Sell
-4,440
Closed -$224K 1078
2013
Q4
$224K Buy
+4,440
New +$224K ﹤0.01% 722
2013
Q3
Hold
0
1259
2013
Q2
Hold
0
1137