Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2017
Q1
Sell
-1,209
Closed -$58K 318
2016
Q4
$58K Hold
1,209
0.01% 284
2016
Q3
$65K Hold
1,209
0.01% 289
2016
Q2
$65K Sell
1,209
-90
-7% -$4.84K 0.01% 289
2016
Q1
$66K Hold
1,299
0.01% 298
2015
Q4
$66K Sell
1,299
-64
-5% -$3.25K 0.02% 285
2015
Q3
$66K Hold
1,363
0.02% 287
2015
Q2
$71K Hold
1,363
0.02% 305
2015
Q1
$79K Buy
1,363
+1
+0.1% +$58 0.02% 291
2014
Q4
$73K Buy
1,362
+107
+9% +$5.74K 0.02% 270
2014
Q3
$72K Hold
1,255
0.02% 250
2014
Q2
$84K Hold
1,255
0.03% 228
2014
Q1
$84K Hold
1,255
0.03% 223
2013
Q4
$84K Sell
1,255
-1,680
-57% -$112K 0.03% 209
2013
Q3
$184K Hold
2,935
0.08% 112
2013
Q2
$183K Buy
+2,935
New +$183K 0.09% 101