Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2017
Q3
Sell
-700
Closed -$23K 483
2017
Q2
$23K Buy
+700
New +$23K ﹤0.01% 485
2015
Q1
Sell
-20,400
Closed -$1.34M 330
2014
Q4
$1.34M Hold
20,400
0.01% 292
2014
Q3
$1.55M Hold
20,400
0.01% 287
2014
Q2
$1.68M Buy
20,400
+2,545
+14% +$210K 0.01% 268
2014
Q1
$1.25M Hold
17,855
0.01% 273
2013
Q4
$1.28M Hold
17,855
0.01% 275
2013
Q3
$1.26M Sell
17,855
-2,218
-11% -$156K 0.01% 286
2013
Q2
$1.25M Buy
+20,073
New +$1.25M 0.01% 289