Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2017
Q3
Sell
-2,898
Closed -$187K 449
2017
Q2
$187K Sell
2,898
-1,495
-34% -$96.5K 0.01% 447
2017
Q1
$268K Sell
4,393
-988
-18% -$60.3K 0.01% 395
2016
Q4
$313K Sell
5,381
-3,272
-38% -$190K 0.01% 377
2016
Q3
$500K Sell
8,653
-1,195
-12% -$69.1K 0.02% 330
2016
Q2
$568K Buy
9,848
+543
+6% +$31.3K 0.02% 323
2016
Q1
$562K Buy
9,305
+5,473
+143% +$331K 0.02% 322
2015
Q4
$209K Buy
+3,832
New +$209K 0.01% 369