Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2015
Q4
Sell
-2,549
Closed -$138K 268
2015
Q3
$138K Sell
2,549
-1,435
-36% -$77.7K 0.13% 280
2015
Q2
$282K Buy
3,984
+373
+10% +$26.4K 0.26% 135
2015
Q1
$271K Sell
3,611
-3,058
-46% -$229K 0.26% 143
2014
Q4
$494K Buy
6,669
+5,069
+317% +$375K 0.54% 29
2014
Q3
$109K Buy
+1,600
New +$109K 0.14% 269