Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2017
Q4
Sell
-3,357
Closed -$141K 337
2017
Q3
$141K Sell
3,357
-95
-3% -$3.99K 0.04% 156
2017
Q2
$158K Hold
3,452
0.04% 149
2017
Q1
$182K Sell
3,452
-78
-2% -$4.11K 0.05% 144
2016
Q4
$185K Sell
3,530
-1,160
-25% -$60.8K 0.05% 136
2016
Q3
$241K Sell
4,690
-9,960
-68% -$512K 0.04% 132
2016
Q2
$722K Sell
14,650
-10,930
-43% -$539K 0.13% 100
2016
Q1
$1.37M Buy
25,580
+6,065
+31% +$326K 0.25% 78
2015
Q4
$921K Sell
19,515
-49,834
-72% -$2.35M 0.23% 83
2015
Q3
$2.94M Sell
69,349
-6,486
-9% -$275K 0.71% 48
2015
Q2
$3.94M Buy
+75,835
New +$3.94M 0.88% 40