Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2017
Q2
$196K Sell
1,762
-618
-26% -$68.7K 0.04% 370
2017
Q1
$238K Sell
2,380
-2,050
-46% -$205K 0.06% 300
2016
Q4
$345K Buy
4,430
+125
+3% +$9.74K 0.08% 256
2016
Q3
$341K Buy
4,305
+1,762
+69% +$140K 0.08% 238
2016
Q2
$214K Buy
2,543
+11
+0.4% +$926 0.06% 322
2016
Q1
$203K Buy
2,532
+11
+0.4% +$882 0.06% 300
2015
Q4
$170K Buy
2,521
+25
+1% +$1.69K 0.05% 327
2015
Q3
$180K Sell
2,496
-2,032
-45% -$147K 0.06% 314
2015
Q2
$339K Buy
4,528
+183
+4% +$13.7K 0.09% 233
2015
Q1
$275K Sell
4,345
-1,479
-25% -$93.6K 0.08% 272
2014
Q4
$320K Buy
5,824
+2,586
+80% +$142K 0.06% 322
2014
Q3
$178K Buy
3,238
+1,167
+56% +$64.2K 0.03% 479
2014
Q2
$110K Sell
2,071
-7,127
-77% -$379K 0.02% 629
2014
Q1
$512K Sell
9,198
-17
-0.2% -$946 0.1% 240
2013
Q4
$507K Buy
9,215
+118
+1% +$6.49K 0.07% 306
2013
Q3
$429K Buy
9,097
+4,190
+85% +$198K 0.07% 309
2013
Q2
$220K Buy
+4,907
New +$220K 0.04% 436