Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2017
Q2
$221K Buy
+1,283
New +$221K 0.01% 193
2016
Q4
Sell
-1,222
Closed -$204K 236
2016
Q3
$204K Sell
1,222
-238
-16% -$39.7K 0.01% 185
2016
Q2
$222K Sell
1,460
-42
-3% -$6.39K 0.01% 182
2016
Q1
$225K Buy
+1,502
New +$225K 0.01% 167
2015
Q3
Sell
-1,750
Closed -$268K 306
2015
Q2
$268K Sell
1,750
-1,965
-53% -$301K 0.01% 272
2015
Q1
$593K Buy
3,715
+58
+2% +$9.26K 0.03% 144
2014
Q4
$583K Buy
3,657
+390
+12% +$62.2K 0.03% 145
2014
Q3
$459K Sell
3,267
-121
-4% -$17K 0.03% 168
2014
Q2
$401K Sell
3,388
-200
-6% -$23.7K 0.03% 189
2014
Q1
$442K Sell
3,588
-413
-10% -$50.9K 0.03% 169
2013
Q4
$457K Buy
4,001
+589
+17% +$67.3K 0.03% 161
2013
Q3
$382K Buy
3,412
+3,296
+2,841% +$369K 0.03% 163
2013
Q2
$11K Buy
+116
New +$11K ﹤0.01% 225