Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2017
Q1
$28.1K Hold
2,100
0.02% 323
2016
Q4
$32.2K Hold
2,100
0.02% 306
2016
Q3
$28.1K Sell
2,100
-180
-8% -$2.41K 0.02% 321
2016
Q2
$32.7K Sell
2,280
-750
-25% -$10.8K 0.02% 311
2016
Q1
$48.8K Sell
3,030
-1,200
-28% -$19.3K 0.03% 294
2015
Q4
$69K Hold
4,230
0.04% 255
2015
Q3
$50.2K Sell
4,230
-570
-12% -$6.76K 0.03% 291
2015
Q2
$67K Hold
4,800
0.04% 272
2015
Q1
$78.7K Hold
4,800
0.04% 257
2014
Q4
$81.8K Buy
+4,800
New +$81.8K 0.06% 187
2014
Q1
$78.7K Buy
+4,800
New +$78.7K 0.04% 257