Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2016
Q4
$245K Sell
2,794
-296
-10% -$26K 0.2% 84
2016
Q3
$327K Hold
3,090
0.28% 63
2016
Q2
$246K Sell
3,090
-84
-3% -$6.69K 0.21% 76
2016
Q1
$251K Sell
3,174
-1,786
-36% -$141K 0.22% 70
2015
Q4
$403K Sell
4,960
-341
-6% -$27.7K 0.38% 45
2015
Q3
$313K Sell
5,301
-550
-9% -$32.5K 0.33% 48
2015
Q2
$481K Sell
5,851
-118
-2% -$9.7K 0.4% 44
2015
Q1
$497K Buy
5,969
+952
+19% +$79.3K 0.41% 43
2014
Q4
$521K Buy
+5,017
New +$521K 0.43% 36