Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2017
Q2
$427K Buy
3,213
+319
+11% +$42.4K 0.1% 219
2017
Q1
$363K Sell
2,894
-349
-11% -$43.8K 0.1% 224
2016
Q4
$380K Sell
3,243
-1
-0% -$117 0.09% 239
2016
Q3
$395K Sell
3,244
-41
-1% -$4.99K 0.1% 213
2016
Q2
$390K Buy
3,285
+25
+0.8% +$2.97K 0.1% 199
2016
Q1
$364K Buy
3,260
+104
+3% +$11.6K 0.11% 204
2015
Q4
$361K Sell
3,156
-117
-4% -$13.4K 0.11% 199
2015
Q3
$359K Sell
3,273
-590
-15% -$64.7K 0.11% 189
2015
Q2
$437K Buy
3,863
+25
+0.7% +$2.83K 0.12% 188
2015
Q1
$439K Buy
3,838
+809
+27% +$92.5K 0.12% 192
2014
Q4
$317K Sell
3,029
-257
-8% -$26.9K 0.06% 326
2014
Q3
$377K Buy
3,286
+190
+6% +$21.8K 0.07% 314
2014
Q2
$345K Buy
3,096
+81
+3% +$9.03K 0.06% 336
2014
Q1
$326K Buy
3,015
+72
+2% +$7.79K 0.07% 334
2013
Q4
$307K Buy
2,943
+552
+23% +$57.6K 0.04% 422
2013
Q3
$236K Buy
2,391
+333
+16% +$32.9K 0.04% 446
2013
Q2
$175K Buy
+2,058
New +$175K 0.03% 496