Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2017
Q2
$32K Sell
546
-226
-29% -$13.2K 0.01% 823
2017
Q1
$46K Sell
772
-108
-12% -$6.44K 0.01% 677
2016
Q4
$52K Buy
880
+116
+15% +$6.86K 0.01% 711
2016
Q3
$38K Buy
764
+4
+0.5% +$199 0.01% 769
2016
Q2
$38K Buy
760
+5
+0.7% +$250 0.01% 761
2016
Q1
$36K Buy
755
+6
+0.8% +$286 0.01% 751
2015
Q4
$30K Buy
749
+80
+12% +$3.2K 0.01% 796
2015
Q3
$25K Buy
669
+127
+23% +$4.75K 0.01% 830
2015
Q2
$24K Buy
+542
New +$24K 0.01% 926
2015
Q1
Sell
-649
Closed -$32K 1950
2014
Q4
$32K Buy
649
+2
+0.3% +$99 0.01% 1065
2014
Q3
$35K Hold
647
0.01% 1041
2014
Q2
$32K Hold
647
0.01% 1076
2014
Q1
$33K Sell
647
-102
-14% -$5.2K 0.01% 1060
2013
Q4
$40K Hold
749
0.01% 1086
2013
Q3
$37K Sell
749
-4
-0.5% -$198 0.01% 1041
2013
Q2
$33K Buy
+753
New +$33K 0.01% 1038