Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2016
Q3
$88K Buy
+1,220
New +$88K 0.53% 50
2016
Q1
Sell
-1,170
Closed -$99K 227
2015
Q4
$99K Buy
+1,170
New +$99K 0.3% 116
2015
Q2
Sell
-1,922
Closed -$277K 286
2015
Q1
$277K Buy
1,922
+959
+100% +$138K 0.64% 66
2014
Q4
$146K Buy
963
+243
+34% +$36.8K 0.25% 167
2014
Q3
$108K Sell
720
-581
-45% -$87.2K 0.15% 188
2014
Q2
$165K Sell
1,301
-718
-36% -$91.1K 0.52% 63
2014
Q1
$284K Buy
2,019
+1,661
+464% +$234K 0.43% 70
2013
Q4
$48K Buy
+358
New +$48K 0.12% 165