Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2017
Q3
Sell
-8,030
Closed -$209K 865
2017
Q2
$209K Sell
8,030
-112
-1% -$2.92K ﹤0.01% 949
2017
Q1
$267K Buy
8,142
+408
+5% +$13.4K ﹤0.01% 926
2016
Q4
$277K Buy
+7,734
New +$277K ﹤0.01% 888
2014
Q1
Sell
-19,900
Closed -$637K 1096
2013
Q4
$637K Hold
19,900
0.01% 663
2013
Q3
$650K Hold
19,900
0.01% 745
2013
Q2
$666K Buy
+19,900
New +$666K 0.01% 593