Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2017
Q2
Sell
-1
Closed 530
2017
Q1
$0 Sell
1
-1,148
-100% ﹤0.01% 536
2016
Q4
$17K Buy
1,149
+12
+1% +$178 0.01% 364
2016
Q3
$18K Sell
1,137
-147
-11% -$2.33K 0.01% 375
2016
Q2
$21K Hold
1,284
0.01% 354
2016
Q1
$22K Buy
1,284
+7
+0.5% +$120 0.01% 349
2015
Q4
$21K Hold
1,277
0.01% 372
2015
Q3
$19K Buy
1,277
+17
+1% +$253 0.01% 367
2015
Q2
$19K Hold
1,260
0.01% 392
2015
Q1
$20K Hold
1,260
0.01% 363
2014
Q4
$21K Hold
1,260
0.01% 355
2014
Q3
$19K Sell
1,260
-506
-29% -$7.63K 0.01% 374
2014
Q2
$28K Buy
1,766
+6
+0.3% +$95 0.02% 325
2014
Q1
$26K Hold
1,760
0.02% 319
2013
Q4
$22K Sell
1,760
-1,225
-41% -$15.3K 0.02% 346
2013
Q3
$37K Buy
+2,985
New +$37K 0.03% 266