Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2017
Q3
$59K Sell
1,403
-4,736
-77% -$199K 0.01% 545
2017
Q2
$281K Sell
6,139
-14,240
-70% -$652K 0.04% 482
2017
Q1
$1.07M Buy
20,379
+20,302
+26,366% +$1.07M 0.21% 188
2016
Q4
$4K Sell
77
-21,331
-100% -$1.11M ﹤0.01% 591
2016
Q3
$1.1M Buy
21,408
+5,660
+36% +$291K 0.23% 155
2016
Q2
$776K Buy
15,748
+6,682
+74% +$329K 0.19% 220
2016
Q1
$487K Buy
9,066
+1,355
+18% +$72.8K 0.13% 317
2015
Q4
$364K Sell
7,711
-4,096
-35% -$193K 0.1% 357
2015
Q3
$500K Sell
11,807
-27,437
-70% -$1.16M 0.12% 345
2015
Q2
$2.08M Buy
39,244
+10,466
+36% +$555K 0.26% 157
2015
Q1
$1.65M Buy
28,778
+14,177
+97% +$810K 0.23% 188
2014
Q4
$885K Buy
+14,601
New +$885K 0.18% 225