Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2016
Q3
Sell
-695
Closed -$24K 187
2016
Q2
$24K Buy
+695
New +$24K 0.08% 103
2015
Q1
Sell
-7,409
Closed -$362K 270
2014
Q4
$362K Sell
7,409
-1,919
-21% -$93.8K 0.61% 71
2014
Q3
$451K Buy
+9,328
New +$451K 0.65% 62
2014
Q2
Sell
-9,791
Closed -$460K 253
2014
Q1
$460K Buy
9,791
+8,197
+514% +$385K 0.7% 27
2013
Q4
$76K Buy
+1,594
New +$76K 0.2% 132