Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2017
Q2
$354K Buy
11,097
+209
+2% +$6.67K 0.2% 20
2017
Q1
$353K Hold
10,888
0.19% 23
2016
Q4
$336K Sell
10,888
-448
-4% -$13.8K 0.18% 22
2016
Q3
$364K Hold
11,336
0.2% 22
2016
Q2
$379K Buy
11,336
+3,107
+38% +$104K 0.21% 22
2016
Q1
$231K Hold
8,229
0.13% 29
2015
Q4
$252K Hold
8,229
0.15% 27
2015
Q3
$245K Hold
8,229
0.16% 24
2015
Q2
$262K Hold
8,229
0.13% 26
2015
Q1
$272K Hold
8,229
0.13% 26
2014
Q4
$243K Buy
8,229
+290
+4% +$8.56K 0.12% 28
2014
Q3
$223K Buy
7,939
+209
+3% +$5.87K 0.12% 29
2014
Q2
$218K Hold
7,730
0.13% 26
2014
Q1
$236K Buy
7,730
+117
+2% +$3.57K 0.14% 23
2013
Q4
$221K Hold
7,613
0.13% 27
2013
Q3
$207K Sell
7,613
-175
-2% -$4.76K 0.13% 26
2013
Q2
$207K Buy
+7,788
New +$207K 0.14% 25