Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2017
Q3
Sell
-8,782
Closed -$185K 5057
2017
Q2
$185K Buy
8,782
+2,128
+32% +$44.8K ﹤0.01% 2963
2017
Q1
$100K Sell
6,654
-6,136
-48% -$92.2K ﹤0.01% 3350
2016
Q4
$178K Buy
12,790
+3,369
+36% +$46.9K ﹤0.01% 3636
2016
Q3
$109K Buy
9,421
+8,820
+1,468% +$102K ﹤0.01% 3355
2016
Q2
$8K Buy
+601
New +$8K ﹤0.01% 4616
2015
Q4
Sell
-7
Closed 5873
2015
Q3
$0 Buy
+7
New ﹤0.01% 5848
2015
Q2
Sell
-3,564
Closed -$36K 5928
2015
Q1
$36K Sell
3,564
-1,743
-33% -$17.6K ﹤0.01% 4068
2014
Q4
$54K Sell
5,307
-420
-7% -$4.27K ﹤0.01% 4042
2014
Q3
$54K Buy
5,727
+1,829
+47% +$17.2K ﹤0.01% 3641
2014
Q2
$35K Buy
3,898
+44
+1% +$395 ﹤0.01% 3813
2014
Q1
$41K Buy
+3,854
New +$41K ﹤0.01% 4104
2013
Q4
Sell
-5
Closed 5568
2013
Q3
$0 Hold
5
﹤0.01% 5410
2013
Q2
$0 Buy
+5
New ﹤0.01% 5201