Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2017
Q3
Sell
-6,884
Closed -$128K 436
2017
Q2
$128K Sell
6,884
-2,516
-27% -$46.8K 0.03% 339
2017
Q1
$176K Sell
9,400
-63,565
-87% -$1.19M 0.04% 377
2016
Q4
$1.53M Buy
+72,965
New +$1.53M 0.38% 75
2015
Q2
Sell
-11,962
Closed -$218K 620
2015
Q1
$218K Sell
11,962
-41,513
-78% -$757K 0.04% 349
2014
Q4
$1.21M Buy
53,475
+41,489
+346% +$937K 0.23% 165
2014
Q3
$237K Buy
+11,986
New +$237K 0.03% 334
2014
Q1
Sell
-92
Closed -$1K 715
2013
Q4
$1K Hold
92
﹤0.01% 565
2013
Q3
$1K Hold
92
﹤0.01% 560
2013
Q2
$2K Buy
+92
New +$2K ﹤0.01% 452