Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2017
Q3
Sell
-14,431
Closed -$421K 306
2017
Q2
$421K Sell
14,431
-2,543
-15% -$74.2K 0.06% 212
2017
Q1
$491K Buy
16,974
+2,670
+19% +$77.2K 0.07% 193
2016
Q4
$339K Sell
14,304
-8,035
-36% -$190K 0.05% 259
2016
Q3
$487K Hold
22,339
0.07% 246
2016
Q2
$413K Sell
22,339
-2,929
-12% -$54.2K 0.07% 301
2016
Q1
$487K Buy
25,268
+13,501
+115% +$260K 0.08% 306
2015
Q4
$274K Buy
+11,767
New +$274K 0.04% 412