Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2016
Q3
Sell
-3,820
Closed -$129K 924
2016
Q2
$129K Sell
3,820
-220
-5% -$7.43K 0.01% 475
2016
Q1
$126K Buy
+4,040
New +$126K 0.03% 485
2015
Q1
Sell
-3,388
Closed -$222K 356
2014
Q4
$222K Buy
+3,388
New +$222K 0.08% 261