Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2017
Q3
Sell
-6,301
Closed -$186K 188
2017
Q2
$186K Buy
+6,301
New +$186K 0.03% 106
2015
Q3
Sell
-3,791
Closed -$140K 177
2015
Q2
$140K Hold
3,791
0.02% 106
2015
Q1
$167K Buy
3,791
+496
+15% +$21.9K 0.02% 86
2014
Q4
$144K Buy
3,295
+115
+4% +$5.03K 0.02% 139
2014
Q3
$133K Buy
+3,180
New +$133K 0.02% 145