Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2017
Q1
$328K Buy
1,135
+6
+0.5% +$1.73K 0.05% 148
2016
Q4
$320K Sell
1,129
-8
-0.7% -$2.27K 0.05% 149
2016
Q3
$356K Buy
1,137
+86
+8% +$26.9K 0.06% 144
2016
Q2
$254K Sell
1,051
-3
-0.3% -$725 0.04% 159
2016
Q1
$274K Buy
1,054
+200
+23% +$52K 0.05% 151
2015
Q4
$262K Sell
854
-192
-18% -$58.9K 0.05% 155
2015
Q3
$305K Hold
1,046
0.05% 148
2015
Q2
$423K Buy
1,046
+50
+5% +$20.2K 0.07% 135
2015
Q1
$421K Buy
996
+143
+17% +$60.4K 0.06% 148
2014
Q4
$290K Buy
853
+27
+3% +$9.18K 0.04% 177
2014
Q3
$273K Sell
826
-8
-1% -$2.64K 0.05% 165
2014
Q2
$263K Hold
834
0.04% 160
2014
Q1
$255K Buy
+834
New +$255K 0.04% 155