Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2017
Q2
Sell
-2,267
Closed -$45K 1908
2017
Q1
$45K Hold
2,267
﹤0.01% 1363
2016
Q4
$36K Hold
2,267
﹤0.01% 1389
2016
Q3
$28K Buy
2,267
+271
+14% +$3.35K ﹤0.01% 1432
2016
Q2
$20K Hold
1,996
﹤0.01% 1504
2016
Q1
$25K Hold
1,996
﹤0.01% 1417
2015
Q4
$25K Hold
1,996
﹤0.01% 1418
2015
Q3
$29K Hold
1,996
﹤0.01% 1365
2015
Q2
$25K Buy
+1,996
New +$25K ﹤0.01% 1452