Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2017
Q2
$26K Buy
145
+9
+7% +$1.61K 0.01% 878
2017
Q1
$23K Sell
136
-9
-6% -$1.52K 0.01% 845
2016
Q4
$24K Sell
145
-97
-40% -$16.1K 0.01% 889
2016
Q3
$44K Hold
242
0.01% 741
2016
Q2
$40K Sell
242
-170
-41% -$28.1K 0.01% 745
2016
Q1
$79K Sell
412
-215
-34% -$41.2K 0.02% 538
2015
Q4
$119K Sell
627
-250
-29% -$47.4K 0.04% 426
2015
Q3
$121K Buy
877
+335
+62% +$46.2K 0.04% 414
2015
Q2
$108K Hold
542
0.03% 509
2015
Q1
$113K Sell
542
-200
-27% -$41.7K 0.03% 495
2014
Q4
$169K Sell
742
-211
-22% -$48.1K 0.03% 478
2014
Q3
$208K Sell
953
-38
-4% -$8.29K 0.04% 436
2014
Q2
$185K Sell
991
-6
-0.6% -$1.12K 0.03% 459
2014
Q1
$152K Buy
997
+230
+30% +$35.1K 0.03% 494
2013
Q4
$136K Buy
767
+381
+99% +$67.6K 0.02% 628
2013
Q3
$60K Sell
386
-3,700
-91% -$575K 0.01% 856
2013
Q2
$387K Buy
+4,086
New +$387K 0.06% 303