Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2017
Q3
$14K Sell
203
-11,523
-98% -$795K ﹤0.01% 566
2017
Q2
$767K Sell
11,726
-13,936
-54% -$912K 0.11% 330
2017
Q1
$1.62M Buy
25,662
+1,080
+4% +$68K 0.32% 85
2016
Q4
$1.74M Buy
24,582
+5,211
+27% +$369K 0.41% 39
2016
Q3
$1.16M Sell
19,371
-3,896
-17% -$232K 0.24% 146
2016
Q2
$1.15M Sell
23,267
-599
-3% -$29.5K 0.28% 111
2016
Q1
$1.16M Buy
23,866
+4,128
+21% +$201K 0.31% 103
2015
Q4
$948K Sell
19,738
-5,114
-21% -$246K 0.27% 123
2015
Q3
$1.1M Buy
+24,852
New +$1.1M 0.25% 136