Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2016
Q4
Sell
-21,681
Closed -$1.13M 770
2016
Q3
$1.13M Sell
21,681
-643
-3% -$33.5K 0.06% 359
2016
Q2
$1.06M Sell
22,324
-782
-3% -$37.1K 0.06% 376
2016
Q1
$1.02M Buy
+23,106
New +$1.02M 0.05% 368
2014
Q2
Sell
-30,904
Closed -$894K 1040
2014
Q1
$894K Sell
30,904
-5,773
-16% -$167K 0.05% 406
2013
Q4
$1.2M Hold
36,677
0.06% 322
2013
Q3
$1.14M Buy
36,677
+20,493
+127% +$638K 0.07% 327
2013
Q2
$500K Buy
+16,184
New +$500K 0.03% 645