Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2017
Q1
Sell
-1,525
Closed -$237K 205
2016
Q4
$237K Sell
1,525
-112
-7% -$17.4K 0.14% 123
2016
Q3
$216K Buy
1,637
+94
+6% +$12.4K 0.15% 114
2016
Q2
$200K Sell
1,543
-3,395
-69% -$440K 0.14% 179
2016
Q1
$627K Sell
4,938
-34
-0.7% -$4.32K 0.42% 57
2015
Q4
$719K Sell
4,972
-43
-0.9% -$6.22K 0.49% 49
2015
Q3
$657K Sell
5,015
-126
-2% -$16.5K 0.47% 49
2015
Q2
$713K Sell
5,141
-5,395
-51% -$748K 0.47% 53
2015
Q1
$1.58M Sell
10,536
-362
-3% -$54.3K 0.94% 19
2014
Q4
$1.42M Buy
10,898
+934
+9% +$121K 0.76% 36
2014
Q3
$1.27M Buy
+9,964
New +$1.27M 0.67% 42