Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2017
Q1
Sell
-1,000
Closed -$39K 724
2016
Q4
$39K Hold
1,000
﹤0.01% 463
2016
Q3
$43K Hold
1,000
﹤0.01% 446
2016
Q2
$38K Hold
1,000
﹤0.01% 465
2016
Q1
$37K Hold
1,000
﹤0.01% 458
2015
Q4
$33K Sell
1,000
-400
-29% -$13.2K ﹤0.01% 478
2015
Q3
$40K Hold
1,400
﹤0.01% 447
2015
Q2
$55K Hold
1,400
﹤0.01% 419
2015
Q1
$62K Hold
1,400
﹤0.01% 400
2014
Q4
$71K Hold
1,400
﹤0.01% 368
2014
Q3
$57K Hold
1,400
﹤0.01% 407
2014
Q2
$49K Hold
1,400
﹤0.01% 444
2014
Q1
$50K Hold
1,400
﹤0.01% 431
2013
Q4
$57K Buy
1,400
+1,000
+250% +$40.7K ﹤0.01% 386
2013
Q3
$13K Hold
400
﹤0.01% 570
2013
Q2
$10K Buy
+400
New +$10K ﹤0.01% 599