Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2016
Q3
Sell
-3,426
Closed -$294K 202
2016
Q2
$294K Buy
+3,426
New +$294K 1.02% 33
2015
Q4
Sell
-1,962
Closed -$192K 233
2015
Q3
$192K Buy
+1,962
New +$192K 0.56% 100
2014
Q4
Sell
-557
Closed -$68K 306
2014
Q3
$68K Buy
+557
New +$68K 0.1% 207
2014
Q1
Sell
-3,137
Closed -$413K 286
2013
Q4
$413K Sell
3,137
-2,884
-48% -$380K 1.06% 27
2013
Q3
$714K Buy
+6,021
New +$714K 0.87% 38