Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2017
Q1
Sell
-11,351
Closed -$88K 88
2016
Q4
$88K Sell
11,351
-1,407
-11% -$10.9K 0.06% 73
2016
Q3
$97K Sell
12,758
-623
-5% -$4.74K 0.12% 68
2016
Q2
$79K Buy
+13,381
New +$79K 0.1% 65
2015
Q1
Sell
-7,830
Closed -$709 76
2014
Q4
$709 Buy
+7,830
New +$709 0.07% 81