Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2016
Q2
Sell
-435
Closed -$23K 450
2016
Q1
$23K Buy
435
+44
+11% +$2.33K 0.01% 324
2015
Q4
$19K Sell
391
-185
-32% -$8.99K 0.01% 341
2015
Q3
$24K Sell
576
-165
-22% -$6.88K 0.01% 323
2015
Q2
$39K Sell
741
-261
-26% -$13.7K 0.02% 289
2015
Q1
$58K Sell
1,002
-125
-11% -$7.24K 0.03% 248
2014
Q4
$68K Hold
1,127
0.03% 236
2014
Q3
$76K Buy
1,127
+130
+13% +$8.77K 0.04% 232
2014
Q2
$77K Hold
997
0.04% 224
2014
Q1
$78K Buy
997
+165
+20% +$12.9K 0.04% 227
2013
Q4
$67K Buy
832
+80
+11% +$6.44K 0.03% 231
2013
Q3
$53K Buy
752
+165
+28% +$11.6K 0.03% 252
2013
Q2
$35K Buy
+587
New +$35K 0.02% 281