Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2017
Q3
Sell
-119
Closed -$6K 677
2017
Q2
$6K Sell
119
-83,932
-100% -$4.23M ﹤0.01% 515
2017
Q1
$3.94M Sell
84,051
-28,102
-25% -$1.32M 0.87% 39
2016
Q4
$4.93M Sell
112,153
-8,454
-7% -$371K 0.87% 33
2016
Q3
$4.26M Sell
120,607
-3,546
-3% -$125K 0.8% 35
2016
Q2
$3.95M Sell
124,153
-1,926
-2% -$61.2K 0.76% 36
2016
Q1
$3.9M Buy
126,079
+45,397
+56% +$1.4M 0.75% 39
2015
Q4
$2.69M Sell
80,682
-1,116
-1% -$37.2K 0.57% 50
2015
Q3
$2.62M Buy
81,798
+6,124
+8% +$196K 0.56% 51
2015
Q2
$2.71M Buy
75,674
+4,688
+7% +$168K 0.5% 51
2015
Q1
$2.39M Buy
70,986
+69,440
+4,492% +$2.34M 0.36% 67
2014
Q4
$54K Sell
1,546
-351
-19% -$12.3K 0.01% 281
2014
Q3
$65K Hold
1,897
0.01% 254
2014
Q2
$66K Buy
+1,897
New +$66K 0.01% 285