Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2017
Q4
Sell
-2,153
Closed -$64K 485
2017
Q3
$64K Sell
2,153
-1,779
-45% -$52.9K 0.06% 322
2017
Q2
$112K Buy
+3,932
New +$112K 0.08% 386
2017
Q1
Sell
-1,380
Closed -$44K 823
2016
Q4
$44K Sell
1,380
-3,400
-71% -$108K 0.03% 471
2016
Q3
$147K Buy
4,780
+4,441
+1,310% +$137K 0.11% 333
2016
Q2
$11K Sell
339
-4,323
-93% -$140K 0.01% 493
2016
Q1
$138K Buy
4,662
+3,390
+267% +$100K 0.17% 242
2015
Q4
$33K Buy
+1,272
New +$33K 0.03% 418