Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2017
Q3
Sell
-6,532
Closed -$423K 836
2017
Q2
$423K Buy
6,532
+58
+0.9% +$3.76K 0.01% 321
2017
Q1
$420K Buy
6,474
+3,932
+155% +$255K 0.01% 219
2016
Q4
$154K Buy
2,542
+1,552
+157% +$94K ﹤0.01% 434
2016
Q3
$59K Buy
+990
New +$59K ﹤0.01% 584
2016
Q2
Hold
0
966
2016
Q1
Hold
0
1030
2015
Q3
Hold
0
1255
2015
Q2
Sell
-73
Closed -$4K 1244
2015
Q1
$4K Sell
73
-3,039
-98% -$167K ﹤0.01% 1027
2014
Q4
$180K Sell
3,112
-10,459
-77% -$605K ﹤0.01% 770
2014
Q3
$881K Buy
13,571
+10,680
+369% +$693K ﹤0.01% 480
2014
Q2
$212K Buy
+2,891
New +$212K ﹤0.01% 818
2014
Q1
Hold
0
1336
2013
Q4
Hold
0
1274
2013
Q3
Hold
0
1280
2013
Q2
Hold
0
1277