Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2017
Q3
$881K Buy
16,106
+7,777
+93% +$425K 0.02% 188
2017
Q2
$411K Buy
+8,329
New +$411K 0.01% 332
2016
Q4
Sell
-3,447
Closed -$199K 1426
2016
Q3
$199K Sell
3,447
-880
-20% -$50.8K ﹤0.01% 446
2016
Q2
$209K Sell
4,327
-13,101
-75% -$633K ﹤0.01% 432
2016
Q1
$638K Buy
+17,428
New +$638K 0.01% 244
2015
Q4
Hold
0
1685
2015
Q2
Sell
-1,132
Closed -$75K 1713
2015
Q1
$75K Sell
1,132
-2,665
-70% -$177K ﹤0.01% 840
2014
Q4
$242K Sell
3,797
-3,615
-49% -$230K ﹤0.01% 715
2014
Q3
$535K Buy
7,412
+6,517
+728% +$470K ﹤0.01% 588
2014
Q2
$80K Sell
895
-17,296
-95% -$1.55M ﹤0.01% 997
2014
Q1
$1.47M Sell
18,191
-100,643
-85% -$8.13M 0.01% 340
2013
Q4
$8.41M Buy
118,834
+107,089
+912% +$7.58M 0.05% 71
2013
Q3
$897K Buy
+11,745
New +$897K 0.01% 350