Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2017
Q3
$236K Hold
5,217
0.02% 223
2017
Q2
$221K Sell
5,217
-455
-8% -$19.3K 0.02% 218
2017
Q1
$209K Hold
5,672
0.02% 229
2016
Q4
$206K Buy
+5,672
New +$206K 0.02% 215
2015
Q3
Sell
-6,917
Closed -$276K 236
2015
Q2
$276K Sell
6,917
-157
-2% -$6.27K 0.03% 172
2015
Q1
$266K Buy
7,074
+205
+3% +$7.71K 0.03% 178
2014
Q4
$280K Buy
6,869
+219
+3% +$8.93K 0.03% 189
2014
Q3
$292K Buy
6,650
+73
+1% +$3.21K 0.03% 189
2014
Q2
$288K Buy
6,577
+782
+13% +$34.2K 0.03% 192
2014
Q1
$254K Buy
5,795
+150
+3% +$6.58K 0.03% 203
2013
Q4
$268K Sell
5,645
-282
-5% -$13.4K 0.03% 193
2013
Q3
$277K Buy
5,927
+21
+0.4% +$981 0.03% 184
2013
Q2
$264K Buy
+5,906
New +$264K 0.03% 178