Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2017
Q2
Sell
-93
Closed -$15K 720
2017
Q1
$15K Sell
93
-387
-81% -$62.4K 0.01% 633
2016
Q4
$76K Sell
480
-956
-67% -$151K 0.05% 435
2016
Q3
$218K Buy
1,436
+1,044
+266% +$158K 0.17% 228
2016
Q2
$57K Sell
392
-14
-3% -$2.04K 0.06% 350
2016
Q1
$59K Sell
406
-3,104
-88% -$451K 0.07% 331
2015
Q4
$462K Buy
+3,510
New +$462K 0.44% 49