Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2017
Q2
Sell
-3,993
Closed -$185K 541
2017
Q1
$185K Hold
3,993
0.04% 105
2016
Q4
$154K Hold
3,993
0.03% 115
2016
Q3
$172K Hold
3,993
0.04% 105
2016
Q2
$150K Buy
3,993
+1,740
+77% +$65.4K 0.04% 123
2016
Q1
$83K Hold
2,253
0.02% 148
2015
Q4
$75K Hold
2,253
0.02% 147
2015
Q3
$65K Hold
2,253
0.02% 164
2015
Q2
$89K Hold
2,253
0.02% 145
2015
Q1
$100K Buy
+2,253
New +$100K 0.03% 140
2013
Q4
Sell
-300
Closed -$11K 448
2013
Q3
$11K Hold
300
0.01% 275
2013
Q2
$11K Buy
+300
New +$11K 0.01% 238