Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2017
Q2
Sell
-575
Closed -$17K 662
2017
Q1
$17K Sell
575
-125
-18% -$3.7K 0.01% 425
2016
Q4
$20K Hold
700
0.01% 405
2016
Q3
$26.1K Sell
700
-100
-13% -$3.73K 0.01% 392
2016
Q2
$26.9K Sell
800
-1,120
-58% -$37.6K 0.01% 371
2016
Q1
$84.7K Buy
1,920
+540
+39% +$23.8K 0.04% 249
2015
Q4
$48.3K Sell
1,380
-1,925
-58% -$67.3K 0.02% 319
2015
Q3
$170K Sell
3,305
-440
-12% -$22.6K 0.09% 174
2015
Q2
$253K Sell
3,745
-145
-4% -$9.78K 0.12% 155
2015
Q1
$252K Sell
3,890
-50
-1% -$3.24K 0.13% 153
2014
Q4
$259K Buy
+3,940
New +$259K 0.13% 151