Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2017
Q2
$85K Buy
+1,069
New +$85K 0.02% 564
2015
Q4
Sell
-725
Closed -$57K 1556
2015
Q3
$57K Sell
725
-31
-4% -$2.44K 0.02% 601
2015
Q2
$64K Hold
756
0.02% 653
2015
Q1
$64K Hold
756
0.02% 664
2014
Q4
$58K Hold
756
0.01% 820
2014
Q3
$50K Sell
756
-331
-30% -$21.9K 0.01% 916
2014
Q2
$83K Buy
1,087
+282
+35% +$21.5K 0.02% 720
2014
Q1
$58K Hold
805
0.01% 847
2013
Q4
$53K Hold
805
0.01% 977
2013
Q3
$51K Hold
805
0.01% 919
2013
Q2
$45K Buy
+805
New +$45K 0.01% 919