Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2017
Q3
$188K Buy
5,662
+2,329
+70% +$77.3K ﹤0.01% 435
2017
Q2
$96K Buy
+3,333
New +$96K ﹤0.01% 597
2017
Q1
Sell
-3,346
Closed -$77K 1261
2016
Q4
$77K Sell
3,346
-2,802
-46% -$64.5K ﹤0.01% 517
2016
Q3
$164K Buy
+6,148
New +$164K ﹤0.01% 475
2016
Q2
Sell
-2,435
Closed -$72K 1446
2016
Q1
$72K Sell
2,435
-23,146
-90% -$684K ﹤0.01% 587
2015
Q4
$717K Sell
25,581
-14,819
-37% -$415K 0.01% 351
2015
Q3
$1.04M Buy
40,400
+14,997
+59% +$385K 0.01% 330
2015
Q2
$712K Sell
25,403
-13,221
-34% -$371K 0.01% 393
2015
Q1
$1.31M Sell
38,624
-7,763
-17% -$263K 0.01% 276
2014
Q4
$1.69M Buy
46,387
+37,222
+406% +$1.36M 0.01% 310
2014
Q3
$319K Sell
9,165
-47,565
-84% -$1.66M ﹤0.01% 696
2014
Q2
$1.86M Buy
56,730
+49,435
+678% +$1.62M 0.01% 320
2014
Q1
$217K Sell
7,295
-70,142
-91% -$2.09M ﹤0.01% 741
2013
Q4
$2.48M Sell
77,437
-186,450
-71% -$5.98M 0.01% 243
2013
Q3
$7.16M Buy
263,887
+35,711
+16% +$968K 0.04% 59
2013
Q2
$5.45M Buy
+228,176
New +$5.45M 0.03% 76