Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2017
Q2
$224K Hold
7,062
﹤0.01% 741
2017
Q1
$229K Hold
7,062
﹤0.01% 731
2016
Q4
$225K Sell
7,062
-785
-10% -$25K ﹤0.01% 729
2016
Q3
$243K Buy
+7,847
New +$243K ﹤0.01% 724
2016
Q1
Sell
-7,847
Closed -$248K 724
2015
Q4
$248K Sell
7,847
-5,717
-42% -$181K ﹤0.01% 713
2015
Q3
$383K Hold
13,564
﹤0.01% 670
2015
Q2
$493K Buy
13,564
+3,275
+32% +$119K ﹤0.01% 667
2015
Q1
$404K Buy
10,289
+2,483
+32% +$97.5K ﹤0.01% 673
2014
Q4
$312K Hold
7,806
﹤0.01% 673
2014
Q3
$389K Hold
7,806
﹤0.01% 727
2014
Q2
$452K Sell
7,806
-8,278
-51% -$479K ﹤0.01% 740
2014
Q1
$922K Buy
16,084
+828
+5% +$47.5K ﹤0.01% 479
2013
Q4
$880K Hold
15,256
﹤0.01% 478
2013
Q3
$858K Buy
15,256
+1,419
+10% +$79.8K ﹤0.01% 461
2013
Q2
$675K Buy
+13,837
New +$675K ﹤0.01% 490