Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2017
Q2
Hold
0
864
2017
Q1
Hold
0
1025
2016
Q4
Hold
0
1000
2016
Q3
Hold
0
930
2016
Q2
Hold
0
924
2016
Q1
Sell
-57,392
Closed -$2.35M 918
2015
Q4
$2.35M Buy
57,392
+2,358
+4% +$96.7K 0.01% 62
2015
Q3
$2.15M Buy
+55,034
New +$2.15M 0.01% 94
2015
Q2
Hold
0
1009
2015
Q1
Hold
0
1037
2014
Q4
Hold
0
1076
2014
Q3
Hold
0
1109
2014
Q2
Hold
0
1175
2014
Q1
Hold
0
1175
2013
Q4
Hold
0
1265
2013
Q3
Hold
0
1352
2013
Q2
Hold
0
1234