Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2017
Q3
Hold
0
1186
2017
Q2
Hold
0
1238
2017
Q1
Sell
-1,928
Closed -$97K 1226
2016
Q4
$97K Sell
1,928
-965
-33% -$48.6K ﹤0.01% 497
2016
Q3
$153K Buy
+2,893
New +$153K ﹤0.01% 485
2016
Q2
Sell
-4,338
Closed -$265K 1405
2016
Q1
$265K Buy
4,338
+4,321
+25,418% +$264K ﹤0.01% 393
2015
Q4
$1K Hold
17
﹤0.01% 1053
2015
Q3
$1K Sell
17
-1,303
-99% -$76.6K ﹤0.01% 1128
2015
Q2
$87K Buy
1,320
+1,303
+7,665% +$85.9K ﹤0.01% 794
2015
Q1
$1K Hold
17
﹤0.01% 1129
2014
Q4
$1K Sell
17
-238
-93% -$14K ﹤0.01% 1187
2014
Q3
$16K Buy
+255
New +$16K ﹤0.01% 1116
2014
Q2
Sell
-449
Closed -$26K 1737
2014
Q1
$26K Buy
+449
New +$26K ﹤0.01% 1017
2013
Q4
Hold
0
1539
2013
Q3
Sell
-12,043
Closed -$547K 1563
2013
Q2
$547K Buy
+12,043
New +$547K ﹤0.01% 462