Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2017
Q3
$410K Buy
25,963
+12,772
+97% +$202K 0.01% 304
2017
Q2
$263K Buy
+13,191
New +$263K 0.01% 420
2017
Q1
Hold
0
1201
2016
Q4
Hold
0
1180
2016
Q3
Hold
0
1277
2015
Q3
Sell
-20,796
Closed -$249K 1538
2015
Q2
$249K Sell
20,796
-47,971
-70% -$574K ﹤0.01% 603
2015
Q1
$1.23M Buy
+68,767
New +$1.23M 0.01% 286
2014
Q4
Hold
0
1552