Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2017
Q3
Sell
-2,138
Closed -$24K 563
2017
Q2
$24K Sell
2,138
-1,472
-41% -$16.5K 0.02% 509
2017
Q1
$42K Sell
3,610
-42,000
-92% -$489K 0.03% 548
2016
Q4
$553K Buy
45,610
+40,885
+865% +$496K 0.37% 68
2016
Q3
$57K Sell
4,725
-15,646
-77% -$189K 0.04% 445
2016
Q2
$256K Buy
20,371
+18,788
+1,187% +$236K 0.27% 132
2016
Q1
$21K Sell
1,583
-3,317
-68% -$44K 0.03% 416
2015
Q4
$69K Buy
+4,900
New +$69K 0.07% 331