Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2017
Q3
Sell
-823
Closed -$143K 164
2017
Q2
$143K Buy
823
+120
+17% +$20.9K 0.06% 102
2017
Q1
$112K Buy
+703
New +$112K 0.05% 109
2016
Q3
Sell
-13,669
Closed -$2M 89
2016
Q2
$2M Buy
13,669
+11,106
+433% +$1.63M 0.81% 27
2016
Q1
$357K Sell
2,563
-12,216
-83% -$1.7M 0.23% 41
2015
Q4
$1.86M Hold
14,779
0.76% 29
2015
Q3
$1.75M Buy
14,779
+12,410
+524% +$1.47M 0.77% 29
2015
Q2
$306K Buy
+2,369
New +$306K 0.17% 47