Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2017
Q3
Sell
-12,259
Closed -$232K 643
2017
Q2
$232K Sell
12,259
-940
-7% -$17.8K 0.01% 563
2017
Q1
$267K Sell
13,199
-1,923
-13% -$38.9K 0.01% 523
2016
Q4
$361K Hold
15,122
0.02% 439
2016
Q3
$355K Buy
+15,122
New +$355K 0.02% 445
2014
Q2
Sell
-11,039
Closed -$213K 557
2014
Q1
$213K Buy
+11,039
New +$213K 0.02% 405