Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2017
Q1
$10K Sell
305
-4,026
-93% -$132K 0.49% 46
2016
Q4
$129K Buy
4,331
+1,792
+71% +$53.4K 0.61% 44
2016
Q3
$84K Buy
2,539
+1,353
+114% +$44.8K 0.41% 96
2016
Q2
$28K Sell
1,186
-227
-16% -$5.36K 0.14% 172
2016
Q1
$34K Sell
1,413
-36
-2% -$866 0.15% 174
2015
Q4
$40K Hold
1,449
0.17% 155
2015
Q3
$35K Sell
1,449
-6,247
-81% -$151K 0.16% 153
2015
Q2
$195K Sell
7,696
-489
-6% -$12.4K 0.81% 32
2015
Q1
$199K Sell
8,185
-328
-4% -$7.98K 0.79% 34
2014
Q4
$201K Buy
8,513
+43
+0.5% +$1.02K 0.79% 33
2014
Q3
$202K Buy
8,470
+1,793
+27% +$42.8K 0.84% 28
2014
Q2
$141K Buy
+6,677
New +$141K 0.59% 53