Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2016
Q4
Sell
-10,543
Closed -$237K 273
2016
Q3
$237K Sell
10,543
-2,462
-19% -$55.3K 0.04% 225
2016
Q2
$258K Buy
13,005
+2,904
+29% +$57.6K 0.04% 208
2016
Q1
$196K Buy
+10,101
New +$196K 0.03% 216
2014
Q2
Sell
-8,135
Closed -$210K 316
2014
Q1
$210K Sell
8,135
-8,985
-52% -$232K 0.04% 293
2013
Q4
$455K Hold
17,120
0.1% 194
2013
Q3
$404K Sell
17,120
-17,120
-50% -$404K 0.1% 204
2013
Q2
$742K Buy
+34,240
New +$742K 0.04% 218