Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2017
Q3
$261K Hold
5,349
0.03% 210
2017
Q2
$266K Sell
5,349
-1,166
-18% -$58K 0.03% 189
2017
Q1
$389K Hold
6,515
0.04% 142
2016
Q4
$434K Hold
6,515
0.05% 125
2016
Q3
$345K Hold
6,515
0.04% 151
2016
Q2
$364K Hold
6,515
0.04% 146
2016
Q1
$362K Sell
6,515
-3,505
-35% -$195K 0.04% 141
2015
Q4
$527K Sell
10,020
-461
-4% -$24.2K 0.07% 128
2015
Q3
$724K Hold
10,481
0.09% 106
2015
Q2
$732K Hold
10,481
0.08% 108
2015
Q1
$745K Sell
10,481
-1,406
-12% -$99.9K 0.08% 111
2014
Q4
$748K Hold
11,887
0.08% 114
2014
Q3
$711K Hold
11,887
0.08% 114
2014
Q2
$726K Hold
11,887
0.07% 115
2014
Q1
$692K Buy
+11,887
New +$692K 0.08% 111