Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2017
Q2
Sell
-1,527
Closed -$30K 1229
2017
Q1
$30K Sell
1,527
-21,754
-93% -$427K ﹤0.01% 801
2016
Q4
$373K Sell
23,281
-6,169
-21% -$98.8K 0.01% 383
2016
Q3
$371K Sell
29,450
-28,475
-49% -$359K 0.01% 382
2016
Q2
$565K Buy
57,925
+468
+0.8% +$4.57K 0.01% 321
2016
Q1
$715K Buy
57,457
+21,336
+59% +$266K 0.02% 295
2015
Q4
$449K Sell
36,121
-24,521
-40% -$305K 0.01% 345
2015
Q3
$879K Sell
60,642
-1,411
-2% -$20.5K 0.02% 286
2015
Q2
$772K Buy
62,053
+884
+1% +$11K 0.02% 302
2015
Q1
$735K Sell
61,169
-1,402
-2% -$16.8K 0.02% 314
2014
Q4
$707K Sell
62,571
-2,392
-4% -$27K 0.02% 316
2014
Q3
$592K Buy
64,963
+24,907
+62% +$227K 0.02% 322
2014
Q2
$456K Buy
+40,056
New +$456K 0.01% 333