Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2017
Q2
Sell
-2,186
Closed -$292K 429
2017
Q1
$292K Sell
2,186
-619
-22% -$82.7K 0.01% 410
2016
Q4
$281K Sell
2,805
-3,717
-57% -$372K 0.01% 414
2016
Q3
$615K Sell
6,522
-1,358
-17% -$128K 0.03% 314
2016
Q2
$630K Sell
7,880
-790
-9% -$63.2K 0.04% 309
2016
Q1
$628K Sell
8,670
-11,045
-56% -$800K 0.06% 200
2015
Q4
$2.14M Sell
19,715
-2,868
-13% -$311K 0.18% 162
2015
Q3
$2.49M Buy
+22,583
New +$2.49M 0.22% 145