Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2017
Q2
Sell
-4,650
Closed -$137K 544
2017
Q1
$137K Sell
4,650
-1,498
-24% -$44.1K 0.02% 481
2016
Q4
$140K Sell
6,148
-76
-1% -$1.73K 0.02% 502
2016
Q3
$164K Sell
6,224
-1,366
-18% -$36K 0.03% 491
2016
Q2
$189K Buy
7,590
+939
+14% +$23.4K 0.03% 461
2016
Q1
$196K Sell
6,651
-741
-10% -$21.8K 0.04% 454
2015
Q4
$205K Sell
7,392
-185
-2% -$5.13K 0.04% 442
2015
Q3
$196K Buy
+7,577
New +$196K 0.04% 451