Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2017
Q2
Sell
-26,361
Closed -$1.96M 207
2017
Q1
$1.96M Buy
26,361
+810
+3% +$60.1K 0.53% 57
2016
Q4
$1.71M Buy
25,551
+2,857
+13% +$192K 0.53% 59
2016
Q3
$1.49M Sell
22,694
-12,576
-36% -$826K 0.61% 34
2016
Q2
$2.11M Buy
35,270
+1,049
+3% +$62.7K 0.82% 23
2016
Q1
$2.14M Sell
34,221
-3,732
-10% -$233K 0.4% 55
2015
Q4
$1.98M Buy
37,953
+226
+0.6% +$11.8K 0.34% 95
2015
Q3
$1.94M Buy
37,727
+9,490
+34% +$487K 0.39% 75
2015
Q2
$1.91M Sell
28,237
-100
-0.4% -$6.75K 0.35% 90
2015
Q1
$1.93M Buy
28,337
+500
+2% +$34K 0.35% 86
2014
Q4
$1.89M Buy
27,837
+3,014
+12% +$205K 0.36% 86
2014
Q3
$1.57M Buy
24,823
+9,100
+58% +$577K 0.31% 98
2014
Q2
$1.21M Hold
15,723
0.22% 117
2014
Q1
$1.18M Buy
+15,723
New +$1.18M 0.21% 132