Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2016
Q3
Sell
-7,342
Closed -$365 478
2016
Q2
$365 Buy
7,342
+518
+8% +$26 0.03% 412
2016
Q1
$331K Sell
6,824
-1,952
-22% -$94.7K 0.03% 444
2015
Q4
$358K Sell
8,776
-385
-4% -$15.7K 0.03% 425
2015
Q3
$346K Buy
+9,161
New +$346K 0.03% 480