Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2017
Q2
$8K Buy
331
+8
+2% +$193 ﹤0.01% 1202
2017
Q1
$8K Sell
323
-41
-11% -$1.02K ﹤0.01% 1136
2016
Q4
$8K Sell
364
-1,766
-83% -$38.8K ﹤0.01% 1177
2016
Q3
$48K Sell
2,130
-886
-29% -$20K 0.01% 724
2016
Q2
$60K Sell
3,016
-1,416
-32% -$28.2K 0.02% 643
2016
Q1
$86K Hold
4,432
0.02% 515
2015
Q4
$79K Sell
4,432
-374
-8% -$6.67K 0.02% 531
2015
Q3
$85K Buy
4,806
+41
+0.9% +$725 0.03% 490
2015
Q2
$99K Buy
4,765
+120
+3% +$2.49K 0.03% 533
2015
Q1
$98K Sell
4,645
-450
-9% -$9.49K 0.03% 542
2014
Q4
$108K Buy
5,095
+300
+6% +$6.36K 0.02% 614
2014
Q3
$107K Buy
4,795
+400
+9% +$8.93K 0.02% 641
2014
Q2
$101K Buy
4,395
+115
+3% +$2.64K 0.02% 662
2014
Q1
$110K Buy
4,280
+938
+28% +$24.1K 0.02% 607
2013
Q4
$89K Hold
3,342
0.01% 788
2013
Q3
$79K Sell
3,342
-516
-13% -$12.2K 0.01% 780
2013
Q2
$84K Buy
+3,858
New +$84K 0.01% 720