Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2016
Q1
Sell
-23,516
Closed -$68K 899
2015
Q4
$68K Sell
23,516
-580
-2% -$1.68K 0.01% 841
2015
Q3
$66K Sell
24,096
-1,462
-6% -$4K 0.01% 691
2015
Q2
$92K Hold
25,558
0.02% 638
2015
Q1
$108K Hold
25,558
0.01% 665
2014
Q4
$148K Buy
25,558
+9,740
+62% +$56.4K 0.02% 624
2014
Q3
$137K Buy
+15,818
New +$137K 0.02% 551