Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2017
Q3
$423K Sell
2,661
-336
-11% -$53.4K 0.04% 158
2017
Q2
$455K Hold
2,997
0.05% 135
2017
Q1
$382K Hold
2,997
0.04% 144
2016
Q4
$372K Hold
2,997
0.04% 139
2016
Q3
$346K Buy
2,997
+82
+3% +$9.47K 0.04% 150
2016
Q2
$356K Buy
2,915
+13
+0.4% +$1.59K 0.04% 147
2016
Q1
$326K Hold
2,902
0.04% 154
2015
Q4
$314K Sell
2,902
-96
-3% -$10.4K 0.04% 164
2015
Q3
$328K Hold
2,998
0.04% 152
2015
Q2
$382K Hold
2,998
0.04% 144
2015
Q1
$319K Sell
2,998
-1,945
-39% -$207K 0.03% 161
2014
Q4
$439K Sell
4,943
-84
-2% -$7.46K 0.05% 143
2014
Q3
$407K Sell
5,027
-239
-5% -$19.4K 0.04% 159
2014
Q2
$427K Sell
5,266
-3,279
-38% -$266K 0.04% 156
2014
Q1
$641K Sell
8,545
-121
-1% -$9.08K 0.07% 123
2013
Q4
$594K Buy
8,666
+16
+0.2% +$1.1K 0.07% 127
2013
Q3
$554K Sell
8,650
-381
-4% -$24.4K 0.06% 122
2013
Q2
$574K Buy
+9,031
New +$574K 0.07% 107