Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2017
Q3
$250K Sell
3,887
-566
-13% -$36.4K 0.02% 217
2017
Q2
$287K Hold
4,453
0.03% 182
2017
Q1
$272K Hold
4,453
0.03% 183
2016
Q4
$259K Hold
4,453
0.03% 178
2016
Q3
$258K Buy
4,453
+249
+6% +$14.4K 0.03% 191
2016
Q2
$243K Hold
4,204
0.03% 186
2016
Q1
$254K Hold
4,204
0.03% 186
2015
Q4
$229K Sell
4,204
-2,193
-34% -$119K 0.03% 204
2015
Q3
$364K Sell
6,397
-667
-9% -$38K 0.05% 143
2015
Q2
$386K Buy
7,064
+667
+10% +$36.4K 0.04% 143
2015
Q1
$348K Sell
6,397
-2,529
-28% -$138K 0.04% 155
2014
Q4
$416K Sell
8,926
-212
-2% -$9.88K 0.05% 153
2014
Q3
$419K Sell
9,138
-121
-1% -$5.55K 0.05% 153
2014
Q2
$429K Sell
9,259
-103
-1% -$4.77K 0.04% 154
2014
Q1
$435K Buy
+9,362
New +$435K 0.05% 162