Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2017
Q2
Sell
-922
Closed -$56K 188
2017
Q1
$56K Sell
922
-2,883
-76% -$175K 0.04% 163
2016
Q4
$187K Hold
3,805
0.15% 93
2016
Q3
$160K Hold
3,805
0.13% 100
2016
Q2
$153K Sell
3,805
-288
-7% -$11.6K 0.13% 99
2016
Q1
$143K Hold
4,093
0.12% 101
2015
Q4
$139K Sell
4,093
-4,612
-53% -$157K 0.12% 101
2015
Q3
$256K Hold
8,705
0.24% 76
2015
Q2
$397K Buy
8,705
+173
+2% +$7.89K 0.33% 67
2015
Q1
$424K Buy
8,532
+2,536
+42% +$126K 0.36% 61
2014
Q4
$297K Buy
+5,996
New +$297K 0.26% 78