Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2017
Q3
Sell
-67
Closed -$4K 1178
2017
Q2
$4K Buy
+67
New +$4K 0.01% 888
2016
Q2
Sell
-1,551
Closed -$78K 1152
2016
Q1
$78K Sell
1,551
-51
-3% -$2.57K 0.12% 178
2015
Q4
$82K Hold
1,602
0.12% 188
2015
Q3
$72K Sell
1,602
-60
-4% -$2.7K 0.1% 197
2015
Q2
$133K Buy
1,662
+1,466
+748% +$117K 0.15% 157
2015
Q1
$16K Buy
+196
New +$16K 0.02% 616