Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2017
Q2
$30K Buy
550
+100
+22% +$5.46K 0.01% 843
2017
Q1
$19K Sell
450
-4,478
-91% -$189K 0.01% 899
2016
Q4
$195K Hold
4,928
0.05% 392
2016
Q3
$202K Buy
4,928
+272
+6% +$11.1K 0.05% 371
2016
Q2
$170K Sell
4,656
-174
-4% -$6.35K 0.05% 379
2016
Q1
$186K Sell
4,830
-564
-10% -$21.7K 0.05% 317
2015
Q4
$195K Buy
5,394
+1,050
+24% +$38K 0.06% 293
2015
Q3
$135K Buy
+4,344
New +$135K 0.04% 384