Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2017
Q1
Sell
-817
Closed -$26K 42
2016
Q4
$26K Sell
817
-15
-2% -$477 0.01% 215
2016
Q3
$25K Buy
832
+368
+79% +$11.1K 0.01% 233
2016
Q2
$14K Buy
464
+226
+95% +$6.82K 0.01% 277
2016
Q1
$6K Hold
238
﹤0.01% 317
2015
Q4
$6K Hold
238
﹤0.01% 289
2015
Q3
$6K Buy
238
+119
+100% +$3K ﹤0.01% 296
2015
Q2
$4K Sell
119
-2
-2% -$67 ﹤0.01% 321
2015
Q1
$4K Sell
121
-241
-67% -$7.97K ﹤0.01% 316
2014
Q4
$11K Buy
+362
New +$11K 0.01% 279