Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2017
Q3
Sell
-17,079
Closed -$265K 1201
2017
Q2
$265K Buy
17,079
+11,804
+224% +$183K 0.01% 419
2017
Q1
$72K Buy
+5,275
New +$72K ﹤0.01% 525
2016
Q4
Hold
0
1228
2016
Q3
Hold
0
1333
2016
Q2
Hold
0
1422
2016
Q1
Hold
0
1469
2015
Q4
Hold
0
1525
2015
Q3
Sell
-10,600
Closed -$120K 1573
2015
Q2
$120K Sell
10,600
-44,367
-81% -$502K ﹤0.01% 759
2015
Q1
$599K Sell
54,967
-123,002
-69% -$1.34M 0.01% 432
2014
Q4
$1.61M Buy
177,969
+95,025
+115% +$858K 0.01% 322
2014
Q3
$685K Buy
82,944
+14,213
+21% +$117K ﹤0.01% 538
2014
Q2
$586K Sell
68,731
-867
-1% -$7.39K ﹤0.01% 570
2014
Q1
$635K Sell
69,598
-70,921
-50% -$647K ﹤0.01% 508
2013
Q4
$1.23M Buy
140,519
+140,330
+74,249% +$1.22M 0.01% 371
2013
Q3
$2K Buy
+189
New +$2K ﹤0.01% 1143
2013
Q2
Hold
0
1478