Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2016
Q3
Sell
-14,229
Closed -$445 438
2016
Q2
$445 Sell
14,229
-683
-5% -$21 0.03% 378
2016
Q1
$501K Sell
14,912
-1,149
-7% -$38.6K 0.04% 369
2015
Q4
$436K Buy
16,061
+1,932
+14% +$52.4K 0.04% 390
2015
Q3
$297K Buy
+14,129
New +$297K 0.02% 517
2014
Q1
Sell
-4,391
Closed -$209K 335
2013
Q4
$209K Sell
4,391
-1,107
-20% -$52.7K 0.03% 305
2013
Q3
$230K Sell
5,498
-715
-12% -$29.9K 0.03% 288
2013
Q2
$282K Buy
+6,213
New +$282K 0.03% 266