Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2016
Q3
$38K Sell
505
-2,678
-84% -$202K 0.23% 81
2016
Q2
$260K Sell
3,183
-1,063
-25% -$86.8K 0.9% 35
2016
Q1
$348K Buy
4,246
+3,145
+286% +$258K 0.85% 49
2015
Q4
$87K Buy
+1,101
New +$87K 0.27% 123
2015
Q2
Sell
-1,208
Closed -$99K 219
2015
Q1
$99K Sell
1,208
-101
-8% -$8.28K 0.23% 159
2014
Q4
$101K Sell
1,309
-6,480
-83% -$500K 0.17% 179
2014
Q3
$550K Buy
+7,789
New +$550K 0.79% 32