Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2016
Q2
Sell
-1,200
Closed -$60K 384
2016
Q1
$60K Buy
+1,200
New +$60K 0.03% 204
2014
Q4
Sell
-7,886
Closed -$358K 176
2014
Q3
$358K Sell
7,886
-1,020
-11% -$46.3K 0.14% 138
2014
Q2
$501K Sell
8,906
-605
-6% -$34K 0.21% 127
2014
Q1
$525K Sell
9,511
-209
-2% -$11.5K 0.24% 114
2013
Q4
$575K Buy
+9,720
New +$575K 0.27% 105