Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2017
Q3
Sell
-2,758
Closed -$392K 968
2017
Q2
$392K Buy
+2,758
New +$392K 0.01% 341
2017
Q1
Sell
-9,956
Closed -$1.32M 994
2016
Q4
$1.32M Buy
+9,956
New +$1.32M 0.03% 129
2016
Q3
Hold
0
1046
2016
Q1
Hold
0
1199
2015
Q4
Hold
0
1301
2015
Q3
Hold
0
1375
2015
Q2
Hold
0
1354
2015
Q1
Hold
0
1393
2014
Q4
Sell
-100
Closed -$9K 1414
2014
Q3
$9K Sell
100
-9,427
-99% -$848K ﹤0.01% 1157
2014
Q2
$851K Buy
9,527
+2,402
+34% +$215K ﹤0.01% 483
2014
Q1
$597K Buy
7,125
+6,039
+556% +$506K ﹤0.01% 525
2013
Q4
$88K Sell
1,086
-18,981
-95% -$1.54M ﹤0.01% 866
2013
Q3
$1.44M Buy
+20,067
New +$1.44M 0.01% 274