Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2017
Q2
Sell
-3,006
Closed -$88K 360
2017
Q1
$88K Buy
+3,006
New +$88K 0.01% 338
2015
Q2
Sell
-5,958
Closed -$202K 335
2015
Q1
$202K Hold
5,958
0.01% 318
2014
Q4
$218K Hold
5,958
0.01% 307
2014
Q3
$208K Hold
5,958
0.02% 304
2014
Q2
$195K Hold
5,958
0.01% 311
2014
Q1
$177K Hold
5,958
0.01% 304
2013
Q4
$191K Hold
5,958
0.01% 303
2013
Q3
$162K Buy
5,958
+38
+0.6% +$1.03K 0.01% 302
2013
Q2
$141K Buy
+5,920
New +$141K 0.01% 286