Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2017
Q3
Sell
-31,595
Closed -$128K 821
2017
Q2
$128K Sell
31,595
-903
-3% -$3.66K ﹤0.01% 805
2017
Q1
$128K Sell
32,498
-32,949
-50% -$130K ﹤0.01% 789
2016
Q4
$278K Sell
65,447
-21,649
-25% -$92K ﹤0.01% 679
2016
Q3
$259K Sell
87,096
-18,042
-17% -$53.7K ﹤0.01% 704
2016
Q2
$313K Buy
105,138
+49,391
+89% +$147K 0.01% 640
2016
Q1
$220K Hold
55,747
﹤0.01% 730
2015
Q4
$227K Sell
55,747
-2,006
-3% -$8.17K ﹤0.01% 722
2015
Q3
$238K Sell
57,753
-3,550
-6% -$14.6K ﹤0.01% 716
2015
Q2
$319K Buy
61,303
+452
+0.7% +$2.35K 0.01% 652
2015
Q1
$333K Buy
+60,851
New +$333K 0.01% 640