Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2017
Q2
$317K Sell
78,389
-14,279
-15% -$57.7K 0.04% 359
2017
Q1
$366K Buy
+92,668
New +$366K 0.04% 334
2015
Q4
Sell
-32,307
Closed -$134K 447
2015
Q3
$134K Buy
32,307
+1,136
+4% +$4.71K 0.02% 438
2015
Q2
$162 Sell
31,171
-1,885
-6% -$10 0.02% 456
2015
Q1
$181K Buy
33,056
+5,677
+21% +$31.1K 0.03% 449
2014
Q4
$142K Sell
27,379
-2,257
-8% -$11.7K 0.02% 451
2014
Q3
$168K Sell
29,636
-4,728
-14% -$26.8K 0.03% 429
2014
Q2
$205K Buy
+34,364
New +$205K 0.03% 419