Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2017
Q3
Sell
-5,307
Closed -$239K 1117
2017
Q2
$239K Buy
+5,307
New +$239K ﹤0.01% 436
2017
Q1
Sell
-3,110
Closed -$105K 1161
2016
Q4
$105K Sell
3,110
-4,380
-58% -$148K ﹤0.01% 481
2016
Q3
$331K Buy
+7,490
New +$331K 0.01% 336
2016
Q1
Hold
0
1371
2015
Q4
Hold
0
1451
2015
Q3
Sell
-13,828
Closed -$817K 1506
2015
Q2
$817K Buy
+13,828
New +$817K 0.01% 371
2015
Q1
Sell
-1,936
Closed -$103K 1529
2014
Q4
$103K Sell
1,936
-19,061
-91% -$1.01M ﹤0.01% 859
2014
Q3
$1.06M Buy
+20,997
New +$1.06M 0.01% 441
2014
Q2
Hold
0
1674
2014
Q1
Hold
0
1550
2013
Q4
Hold
0
1481
2013
Q3
Sell
-102
Closed -$6K 1513
2013
Q2
$6K Buy
+102
New +$6K ﹤0.01% 1122