Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2017
Q2
Sell
-3,372
Closed -$156K 1386
2017
Q1
$156K Hold
3,372
0.01% 502
2016
Q4
$130K Sell
3,372
-261
-7% -$10.1K 0.01% 531
2016
Q3
$157K Hold
3,633
0.01% 494
2016
Q2
$136K Hold
3,633
0.01% 523
2016
Q1
$134K Buy
3,633
+75
+2% +$2.77K 0.01% 524
2015
Q4
$118K Sell
3,558
-70
-2% -$2.32K 0.01% 556
2015
Q3
$105K Sell
3,628
-65
-2% -$1.88K 0.01% 567
2015
Q2
$145K Buy
3,693
+500
+16% +$19.6K 0.01% 531
2015
Q1
$142K Sell
3,193
-415
-12% -$18.5K 0.01% 517
2014
Q4
$182K Hold
3,608
0.01% 456
2014
Q3
$147K Hold
3,608
0.01% 471
2014
Q2
$127K Hold
3,608
0.01% 496
2014
Q1
$129K Sell
3,608
-496
-12% -$17.7K 0.01% 501
2013
Q4
$166K Sell
4,104
-175
-4% -$7.08K 0.01% 466
2013
Q3
$142K Hold
4,279
0.01% 493
2013
Q2
$107K Buy
+4,279
New +$107K 0.01% 525