Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2017
Q3
Hold
0
1034
2017
Q2
Hold
0
1076
2017
Q1
Sell
-17,683
Closed -$105K 1066
2016
Q4
$105K Sell
17,683
-38,228
-68% -$227K ﹤0.01% 480
2016
Q3
$281K Buy
+55,911
New +$281K 0.01% 372
2016
Q2
Sell
-81,379
Closed -$559K 1203
2016
Q1
$559K Buy
81,379
+64,361
+378% +$442K 0.01% 270
2015
Q4
$163K Sell
17,018
-53,809
-76% -$515K ﹤0.01% 633
2015
Q3
$728K Buy
70,827
+70,791
+196,642% +$728K 0.01% 394
2015
Q2
$0 Sell
36
-8,909
-100% ﹤0.01% 1420
2015
Q1
$97K Buy
8,945
+8,816
+6,834% +$95.6K ﹤0.01% 798
2014
Q4
$2K Sell
129
-27,903
-100% -$433K ﹤0.01% 1135
2014
Q3
$360K Buy
28,032
+17,076
+156% +$219K ﹤0.01% 669
2014
Q2
$133K Sell
10,956
-39,281
-78% -$477K ﹤0.01% 928
2014
Q1
$562K Sell
50,237
-30,966
-38% -$346K ﹤0.01% 544
2013
Q4
$991K Sell
81,203
-41,909
-34% -$511K 0.01% 414
2013
Q3
$1.54M Buy
+123,112
New +$1.54M 0.01% 260