Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2017
Q2
$145K Buy
4,802
+2
+0% +$60 0.03% 443
2017
Q1
$158K Sell
4,800
-5,556
-54% -$183K 0.04% 384
2016
Q4
$265K Sell
10,356
-299
-3% -$7.65K 0.06% 302
2016
Q3
$219K Buy
10,655
+356
+3% +$7.32K 0.05% 347
2016
Q2
$256K Buy
10,299
+239
+2% +$5.94K 0.07% 274
2016
Q1
$175K Buy
10,060
+1,243
+14% +$21.6K 0.05% 333
2015
Q4
$152K Buy
8,817
+8,617
+4,309% +$149K 0.05% 359
2015
Q3
$3K Hold
200
﹤0.01% 1353
2015
Q2
$5K Hold
200
﹤0.01% 1344
2015
Q1
$6K Sell
200
-206
-51% -$6.18K ﹤0.01% 1321
2014
Q4
$9K Sell
406
-609
-60% -$13.5K ﹤0.01% 1488
2014
Q3
$26K Buy
1,015
+6
+0.6% +$154 ﹤0.01% 1171
2014
Q2
$27K Buy
1,009
+6
+0.6% +$161 0.01% 1143
2014
Q1
$28K Buy
1,003
+406
+68% +$11.3K 0.01% 1123
2013
Q4
$17K Buy
597
+4
+0.7% +$114 ﹤0.01% 1403
2013
Q3
$14K Buy
593
+5
+0.9% +$118 ﹤0.01% 1402
2013
Q2
$14K Buy
+588
New +$14K ﹤0.01% 1351