Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2017
Q2
$189K Buy
1,338
+75
+6% +$10.6K 0.04% 380
2017
Q1
$164K Buy
1,263
+116
+10% +$15.1K 0.04% 372
2016
Q4
$118K Hold
1,147
0.03% 481
2016
Q3
$124K Hold
1,147
0.03% 473
2016
Q2
$110K Buy
1,147
+246
+27% +$23.6K 0.03% 475
2016
Q1
$85K Sell
901
-24
-3% -$2.26K 0.02% 516
2015
Q4
$87K Hold
925
0.03% 504
2015
Q3
$76K Hold
925
0.02% 523
2015
Q2
$75K Hold
925
0.02% 614
2015
Q1
$68K Sell
925
-51
-5% -$3.75K 0.02% 647
2014
Q4
$71K Hold
976
0.01% 749
2014
Q3
$68K Sell
976
-25
-2% -$1.74K 0.01% 806
2014
Q2
$72K Sell
1,001
-43
-4% -$3.09K 0.01% 770
2014
Q1
$69K Sell
1,044
-73
-7% -$4.83K 0.01% 772
2013
Q4
$67K Buy
1,117
+44
+4% +$2.64K 0.01% 888
2013
Q3
$56K Sell
1,073
-237
-18% -$12.4K 0.01% 883
2013
Q2
$60K Buy
+1,310
New +$60K 0.01% 816