Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2017
Q1
Sell
-1,000
Closed -$31K 477
2016
Q4
$31K Buy
+1,000
New +$31K 0.01% 248
2016
Q3
Sell
-1,000
Closed -$29K 1627
2016
Q2
$29K Hold
1,000
0.01% 253
2016
Q1
$31K Hold
1,000
0.01% 240
2015
Q4
$36K Hold
1,000
0.01% 221
2015
Q3
$34K Hold
1,000
0.01% 220
2015
Q2
$40K Hold
1,000
0.02% 206
2015
Q1
$34K Hold
1,000
0.01% 225
2014
Q4
$31K Hold
1,000
0.01% 237
2014
Q3
$27K Hold
1,000
0.01% 252
2014
Q2
$28K Hold
1,000
0.01% 229
2014
Q1
$27K Hold
1,000
0.01% 215
2013
Q4
$29K Hold
1,000
0.02% 211
2013
Q3
$30K Hold
1,000
0.02% 193
2013
Q2
$25K Buy
+1,000
New +$25K 0.02% 186