Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2017
Q2
Sell
-497
Closed -$16K 916
2017
Q1
$16K Sell
497
-5,823
-92% -$187K 0.01% 620
2016
Q4
$183K Sell
6,320
-5,987
-49% -$173K 0.12% 320
2016
Q3
$318K Buy
12,307
+11,578
+1,588% +$299K 0.25% 125
2016
Q2
$20K Sell
729
-1,439
-66% -$39.5K 0.02% 441
2016
Q1
$54K Sell
2,168
-3,417
-61% -$85.1K 0.07% 336
2015
Q4
$136K Buy
+5,585
New +$136K 0.13% 272