Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2017
Q3
Sell
-418
Closed -$26K 566
2017
Q2
$26K Sell
418
-654
-61% -$40.7K 0.02% 496
2017
Q1
$62K Sell
1,072
-14
-1% -$810 0.04% 504
2016
Q4
$58K Buy
1,086
+332
+44% +$17.7K 0.04% 452
2016
Q3
$38K Sell
754
-262
-26% -$13.2K 0.03% 485
2016
Q2
$55K Sell
1,016
-298
-23% -$16.1K 0.06% 355
2016
Q1
$67K Sell
1,314
-3,274
-71% -$167K 0.08% 319
2015
Q4
$210K Buy
+4,588
New +$210K 0.2% 188