Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2017
Q2
Sell
-38,576
Closed -$105K 852
2017
Q1
$105K Sell
38,576
-10,007
-21% -$27.2K 0.01% 776
2016
Q4
$129K Sell
48,583
-24,872
-34% -$66K 0.01% 824
2016
Q3
$203K Buy
73,455
+4,356
+6% +$12K 0.02% 739
2016
Q2
$220K Buy
69,099
+1,772
+3% +$5.64K 0.03% 762
2016
Q1
$300K Buy
67,327
+12,100
+22% +$53.9K 0.04% 694
2015
Q4
$215K Buy
55,227
+8,250
+18% +$32.1K 0.03% 746
2015
Q3
$189K Buy
46,977
+777
+2% +$3.13K 0.03% 632
2015
Q2
$229K Buy
+46,200
New +$229K 0.04% 572