Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2017
Q1
Hold
0
1006
2016
Q4
Hold
0
988
2016
Q3
Hold
0
912
2016
Q2
Sell
-5,090
Closed -$252K 909
2016
Q1
$252K Buy
+5,090
New +$252K ﹤0.01% 373
2015
Q4
Hold
0
926
2015
Q3
Hold
0
976
2015
Q2
Sell
-5,417
Closed -$289K 994
2015
Q1
$289K Sell
5,417
-10,410
-66% -$555K ﹤0.01% 490
2014
Q4
$842K Sell
15,827
-7,902
-33% -$420K ﹤0.01% 266
2014
Q3
$1.19M Buy
+23,729
New +$1.19M ﹤0.01% 226
2014
Q2
Sell
-6,010
Closed -$391K 1159
2014
Q1
$391K Buy
+6,010
New +$391K ﹤0.01% 443
2013
Q4
Sell
-15,440
Closed -$1.22M 1245
2013
Q3
$1.22M Buy
+15,440
New +$1.22M ﹤0.01% 247
2013
Q2
Hold
0
1212