Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2016
Q3
Sell
-9,094
Closed -$256K 584
2016
Q2
$256K Buy
+9,094
New +$256K 0.03% 391
2015
Q4
Sell
-9,714
Closed -$259K 420
2015
Q3
$259K Sell
9,714
-79
-0.8% -$2.11K 0.04% 287
2015
Q2
$272K Sell
9,793
-79
-0.8% -$2.19K 0.03% 326
2015
Q1
$264K Sell
9,872
-532
-5% -$14.2K 0.03% 346
2014
Q4
$291K Buy
+10,404
New +$291K 0.03% 334