Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2017
Q3
Sell
-5,569
Closed -$253K 505
2017
Q2
$253K Buy
5,569
+569
+11% +$25.9K ﹤0.01% 404
2017
Q1
$213K Sell
5,000
-433
-8% -$18.4K ﹤0.01% 411
2016
Q4
$218K Buy
+5,433
New +$218K ﹤0.01% 360
2015
Q4
Sell
-1,637
Closed -$64K 609
2015
Q3
$64K Buy
1,637
+806
+97% +$31.5K ﹤0.01% 486
2015
Q2
$32K Buy
831
+694
+507% +$26.7K ﹤0.01% 549
2015
Q1
$5K Buy
137
+114
+496% +$4.16K ﹤0.01% 787
2014
Q4
$1K Buy
+23
New +$1K ﹤0.01% 625