Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2015
Q3
Sell
-4,950
Closed -$133K 362
2015
Q2
$133K Sell
4,950
-4,859
-50% -$131K 0.01% 343
2015
Q1
$305K Buy
9,809
+1,765
+22% +$54.9K 0.03% 300
2014
Q4
$305K Sell
8,044
-470
-6% -$17.8K 0.03% 299
2014
Q3
$329K Sell
8,514
-9,501
-53% -$367K 0.03% 299
2014
Q2
$645K Buy
+18,015
New +$645K 0.06% 234
2014
Q1
Sell
-6,461
Closed -$165K 344
2013
Q4
$165K Buy
6,461
+2,160
+50% +$55.2K 0.02% 334
2013
Q3
$84K Hold
4,301
0.01% 310
2013
Q2
$81K Buy
+4,301
New +$81K 0.01% 315