Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2017
Q1
Sell
-5,722
Closed -$85K 128
2016
Q4
$85K Sell
5,722
-434
-7% -$6.45K 0.04% 98
2016
Q3
$96K Buy
6,156
+600
+11% +$9.36K 0.05% 96
2016
Q2
$70K Hold
5,556
0.04% 113
2016
Q1
$68K Hold
5,556
0.04% 111
2015
Q4
$66K Sell
5,556
-6,678
-55% -$79.3K 0.04% 109
2015
Q3
$142K Hold
12,234
0.1% 63
2015
Q2
$167K Hold
12,234
0.13% 58
2015
Q1
$173K Hold
12,234
0.14% 57
2014
Q4
$223K Buy
+12,234
New +$223K 0.19% 42