Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2017
Q4
Sell
-520
Closed -$27K 183
2017
Q3
$27K Hold
520
0.02% 136
2017
Q2
$35K Sell
520
-180
-26% -$12.1K 0.03% 144
2017
Q1
$46K Sell
700
-110
-14% -$7.23K 0.03% 136
2016
Q4
$60K Sell
810
-430
-35% -$31.9K 0.05% 105
2016
Q3
$90K Sell
1,240
-1,330
-52% -$96.5K 0.07% 89
2016
Q2
$190K Sell
2,570
-1,720
-40% -$127K 0.13% 78
2016
Q1
$298K Buy
4,290
+150
+4% +$10.4K 0.19% 85
2015
Q4
$253K Sell
4,140
-750
-15% -$45.8K 0.15% 123
2015
Q3
$268K Hold
4,890
0.15% 133
2015
Q2
$246K Sell
4,890
-160
-3% -$8.05K 0.12% 176
2015
Q1
$278K Sell
5,050
-330
-6% -$18.2K 0.13% 154
2014
Q4
$335K Buy
5,380
+100
+2% +$6.23K 0.15% 136
2014
Q3
$261K Sell
5,280
-1,550
-23% -$76.6K 0.13% 154
2014
Q2
$365K Sell
6,830
-400
-6% -$21.4K 0.17% 131
2014
Q1
$366K Sell
7,230
-1,150
-14% -$58.2K 0.17% 139
2013
Q4
$394K Sell
8,380
-70
-0.8% -$3.29K 0.17% 159
2013
Q3
$389K Sell
8,450
-3,200
-27% -$147K 0.19% 151
2013
Q2
$569K Buy
+11,650
New +$569K 0.24% 132