Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2017
Q2
$141K Sell
2,599
-35
-1% -$1.9K 0.03% 450
2017
Q1
$136K Buy
2,634
+181
+7% +$9.35K 0.04% 410
2016
Q4
$123K Sell
2,453
-611
-20% -$30.6K 0.03% 476
2016
Q3
$162K Sell
3,064
-4,648
-60% -$246K 0.04% 416
2016
Q2
$447K Buy
7,712
+286
+4% +$16.6K 0.12% 182
2016
Q1
$453K Sell
7,426
-262
-3% -$16K 0.13% 174
2015
Q4
$451K Sell
7,688
-53
-0.7% -$3.11K 0.13% 178
2015
Q3
$497K Sell
7,741
-217
-3% -$13.9K 0.16% 158
2015
Q2
$523K Buy
7,958
+306
+4% +$20.1K 0.14% 154
2015
Q1
$543K Sell
7,652
-1,356
-15% -$96.2K 0.15% 157
2014
Q4
$635K Sell
9,008
-84
-0.9% -$5.92K 0.13% 179
2014
Q3
$565K Buy
9,092
+128
+1% +$7.95K 0.11% 228
2014
Q2
$532K Buy
8,964
+240
+3% +$14.2K 0.1% 242
2014
Q1
$508K Buy
8,724
+286
+3% +$16.7K 0.1% 243
2013
Q4
$495K Buy
8,438
+902
+12% +$52.9K 0.07% 313
2013
Q3
$353K Sell
7,536
-251
-3% -$11.8K 0.05% 357
2013
Q2
$354K Buy
+7,787
New +$354K 0.06% 330