Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2017
Q3
Sell
-1,794
Closed -$312K 149
2017
Q2
$312K Hold
1,794
0.09% 129
2017
Q1
$287K Buy
1,794
+120
+7% +$19.2K 0.08% 129
2016
Q4
$250K Hold
1,674
0.07% 126
2016
Q3
$247K Hold
1,674
0.08% 130
2016
Q2
$245K Hold
1,674
0.08% 133
2016
Q1
$233K Hold
1,674
0.07% 130
2015
Q4
$211K Sell
1,674
-27
-2% -$3.4K 0.07% 137
2015
Q3
$202K Buy
1,701
+27
+2% +$3.21K 0.07% 137
2015
Q2
$216K Hold
1,674
0.06% 147
2015
Q1
$231K Buy
+1,674
New +$231K 0.07% 156