Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2017
Q2
$203K Buy
4,503
+16
+0.4% +$721 0.05% 364
2017
Q1
$199K Sell
4,487
-555
-11% -$24.6K 0.05% 339
2016
Q4
$218K Sell
5,042
-281
-5% -$12.2K 0.05% 361
2016
Q3
$246K Sell
5,323
-352
-6% -$16.3K 0.06% 313
2016
Q2
$268K Buy
5,675
+44
+0.8% +$2.08K 0.07% 262
2016
Q1
$256K Buy
5,631
+45
+0.8% +$2.05K 0.07% 256
2015
Q4
$216K Buy
5,586
+72
+1% +$2.78K 0.06% 273
2015
Q3
$226K Buy
5,514
+68
+1% +$2.79K 0.07% 265
2015
Q2
$231K Buy
5,446
+379
+7% +$16.1K 0.06% 305
2015
Q1
$215K Buy
5,067
+115
+2% +$4.88K 0.06% 332
2014
Q4
$227K Buy
4,952
+1,454
+42% +$66.7K 0.05% 389
2014
Q3
$150K Buy
3,498
+33
+1% +$1.42K 0.03% 521
2014
Q2
$157K Sell
3,465
-109
-3% -$4.94K 0.03% 509
2014
Q1
$154K Sell
3,574
-288
-7% -$12.4K 0.03% 489
2013
Q4
$167K Sell
3,862
-3
-0.1% -$130 0.02% 572
2013
Q3
$165K Sell
3,865
-593
-13% -$25.3K 0.03% 541
2013
Q2
$183K Buy
+4,458
New +$183K 0.03% 484