Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2017
Q1
Sell
-836
Closed -$68K 689
2016
Q4
$68K Buy
836
+265
+46% +$21.6K ﹤0.01% 531
2016
Q3
$80K Buy
+571
New +$80K ﹤0.01% 561
2015
Q4
Hold
0
1068
2015
Q3
Sell
-1,326
Closed -$225K 1152
2015
Q2
$225K Sell
1,326
-660
-33% -$112K ﹤0.01% 626
2015
Q1
$200K Buy
+1,986
New +$200K ﹤0.01% 681