Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2017
Q2
Sell
-114
Closed -$5K 1164
2017
Q1
$5K Sell
114
-1,802
-94% -$79K 0.01% 581
2016
Q4
$74K Buy
1,916
+1,816
+1,816% +$70.1K 0.07% 310
2016
Q3
$4K Sell
100
-663
-87% -$26.5K ﹤0.01% 695
2016
Q2
$29K Buy
+763
New +$29K 0.03% 332
2016
Q1
Sell
-4,763
Closed -$158K 697
2015
Q4
$158K Buy
+4,763
New +$158K 0.52% 53
2015
Q3
Sell
-10,063
Closed -$395K 202
2015
Q2
$395K Buy
10,063
+702
+7% +$27.6K 0.77% 28
2015
Q1
$416K Buy
+9,361
New +$416K 0.37% 29