Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2017
Q1
$436K Sell
37,489
-3,996
-10% -$46.5K ﹤0.01% 339
2016
Q4
$503K Sell
41,485
-18,735
-31% -$227K ﹤0.01% 322
2016
Q3
$727K Sell
60,220
-11,198
-16% -$135K 0.01% 300
2016
Q2
$898K Sell
71,418
-3,996
-5% -$50.2K 0.01% 276
2016
Q1
$1.02M Sell
75,414
-30,746
-29% -$415K 0.01% 250
2015
Q4
$1.5M Buy
106,160
+1,512
+1% +$21.3K 0.02% 204
2015
Q3
$1.42M Sell
104,648
-4,810
-4% -$65.3K 0.02% 200
2015
Q2
$1.64M Buy
109,458
+2,588
+2% +$38.8K 0.02% 188
2015
Q1
$1.73M Buy
106,870
+20,355
+24% +$329K 0.02% 187
2014
Q4
$1.34M Buy
86,515
+8,271
+11% +$128K 0.02% 210
2014
Q3
$1.16M Buy
78,244
+10,498
+15% +$155K 0.02% 210
2014
Q2
$1.17M Buy
67,746
+7,382
+12% +$127K 0.02% 209
2014
Q1
$941K Buy
60,364
+1,320
+2% +$20.6K 0.01% 219
2013
Q4
$911K Sell
59,044
-2,254
-4% -$34.8K 0.02% 227
2013
Q3
$1.03M Buy
61,298
+5,899
+11% +$99.5K 0.02% 184
2013
Q2
$857K Buy
+55,399
New +$857K 0.02% 196