Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2017
Q3
Sell
-526
Closed -$6K 480
2017
Q2
$6K Buy
+526
New +$6K ﹤0.01% 571
2017
Q1
Sell
-62,659
Closed -$728K 683
2016
Q4
$728K Buy
62,659
+41,212
+192% +$479K 0.49% 21
2016
Q3
$276K Sell
21,447
-2,075
-9% -$26.7K 0.22% 154
2016
Q2
$294K Buy
23,522
+11,616
+98% +$145K 0.31% 102
2016
Q1
$140K Buy
11,906
+2,140
+22% +$25.2K 0.17% 236
2015
Q4
$93K Buy
+9,766
New +$93K 0.09% 308