Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2017
Q1
$10K Sell
272
-2,988
-92% -$110K 0.49% 41
2016
Q4
$113K Buy
3,260
+160
+5% +$5.55K 0.54% 61
2016
Q3
$111K Buy
3,100
+222
+8% +$7.95K 0.55% 49
2016
Q2
$104K Sell
2,878
-486
-14% -$17.6K 0.5% 55
2016
Q1
$106K Buy
+3,364
New +$106K 0.46% 70
2015
Q2
Sell
-316
Closed -$10K 203
2015
Q1
$10K Sell
316
-556
-64% -$17.6K 0.04% 196
2014
Q4
$27K Sell
872
-2,416
-73% -$74.8K 0.11% 167
2014
Q3
$96K Sell
3,288
-494
-13% -$14.4K 0.4% 109
2014
Q2
$118K Sell
3,782
-212
-5% -$6.61K 0.5% 83
2014
Q1
$126K Buy
3,994
+1,036
+35% +$32.7K 0.56% 62
2013
Q4
$99K Sell
2,958
-1,184
-29% -$39.6K 0.45% 93
2013
Q3
$128K Sell
4,142
-676
-14% -$20.9K 0.64% 44
2013
Q2
$140K Buy
+4,818
New +$140K 0.64% 40