Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2016
Q4
$179K Sell
1,728
-13
-0.7% -$1.35K 0.04% 155
2016
Q3
$166K Buy
1,741
+30
+2% +$2.86K 0.04% 159
2016
Q2
$194K Sell
1,711
-70
-4% -$7.94K 0.04% 149
2016
Q1
$164K Sell
1,781
-202
-10% -$18.6K 0.03% 160
2015
Q4
$177K Hold
1,983
0.04% 151
2015
Q3
$182K Sell
1,983
-10
-0.5% -$918 0.04% 145
2015
Q2
$177K Buy
1,993
+433
+28% +$38.5K 0.04% 164
2015
Q1
$157K Sell
1,560
-10
-0.6% -$1.01K 0.03% 171
2014
Q4
$163K Sell
1,570
-18
-1% -$1.87K 0.03% 186
2014
Q3
$152K Sell
1,588
-2,000
-56% -$191K 0.03% 198
2014
Q2
$349K Hold
3,588
0.06% 155
2014
Q1
$375K Buy
3,588
+38
+1% +$3.97K 0.07% 148
2013
Q4
$345K Hold
3,550
0.07% 152
2013
Q3
$328K Hold
3,550
0.09% 70
2013
Q2
$316K Buy
+3,550
New +$316K 0.1% 66