Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2017
Q3
Sell
-3,835
Closed -$401K 350
2017
Q2
$401K Hold
3,835
0.14% 203
2017
Q1
$376K Hold
3,835
0.13% 218
2016
Q4
$331K Hold
3,835
0.12% 238
2016
Q3
$351K Buy
+3,835
New +$351K 0.13% 212
2014
Q2
Sell
-4,160
Closed -$338K 207
2014
Q1
$338K Buy
+4,160
New +$338K 0.16% 151