Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2017
Q2
$447K Sell
8,641
-89
-1% -$4.6K 0.02% 563
2017
Q1
$446K Sell
8,730
-508
-5% -$26K 0.02% 522
2016
Q4
$472K Sell
9,238
-29,676
-76% -$1.52M 0.04% 382
2016
Q3
$1.68M Buy
+38,914
New +$1.68M 0.1% 250
2015
Q4
Sell
-11,245
Closed -$465K 951
2015
Q3
$465K Buy
11,245
+4,884
+77% +$202K 0.03% 484
2015
Q2
$257K Buy
+6,361
New +$257K 0.01% 698