Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2017
Q3
Sell
-12,830
Closed -$75K 193
2017
Q2
$75K Hold
12,830
0.01% 180
2017
Q1
$110K Sell
12,830
-2,185
-15% -$18.7K 0.02% 171
2016
Q4
$111K Sell
15,015
-400
-3% -$2.96K 0.02% 173
2016
Q3
$87K Sell
15,415
-1,450
-9% -$8.18K 0.01% 172
2016
Q2
$103K Buy
+16,865
New +$103K 0.02% 174