Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2017
Q2
Sell
-600
Closed -$33K 266
2017
Q1
$33K Sell
600
-400
-40% -$22K 0.03% 216
2016
Q4
$51K Hold
1,000
0.04% 174
2016
Q3
$53K Sell
1,000
-600
-38% -$31.8K 0.04% 175
2016
Q2
$88K Sell
1,600
-200
-11% -$11K 0.07% 137
2016
Q1
$111K Buy
1,800
+200
+13% +$12.3K 0.1% 116
2015
Q4
$100K Buy
1,600
+600
+60% +$37.5K 0.09% 120
2015
Q3
$61K Buy
1,000
+400
+67% +$24.4K 0.06% 147
2015
Q2
$32K Hold
600
0.03% 221
2015
Q1
$30K Hold
600
0.03% 229
2014
Q4
$29K Buy
+600
New +$29K 0.03% 221