Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2017
Q4
Sell
-487
Closed -$59K 326
2017
Q3
$59K Sell
487
-144
-23% -$17.4K 0.05% 344
2017
Q2
$80K Sell
631
-741
-54% -$93.9K 0.06% 413
2017
Q1
$196K Sell
1,372
-1,268
-48% -$181K 0.13% 316
2016
Q4
$382K Sell
2,640
-24
-0.9% -$3.47K 0.26% 133
2016
Q3
$332K Buy
2,664
+1,480
+125% +$184K 0.26% 116
2016
Q2
$135K Sell
1,184
-256
-18% -$29.2K 0.14% 242
2016
Q1
$152K Buy
1,440
+1,240
+620% +$131K 0.18% 206
2015
Q4
$19K Buy
+200
New +$19K 0.02% 461