Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2016
Q3
$72K Sell
5,570
-4,017
-42% -$51.9K 0.02% 548
2016
Q2
$120K Buy
9,587
+5,057
+112% +$63.3K 0.02% 486
2016
Q1
$58K Sell
4,530
-4,073
-47% -$52.1K 0.02% 505
2015
Q4
$82K Buy
8,603
+1,992
+30% +$19K 0.02% 571
2015
Q3
$65K Hold
6,611
0.01% 572
2015
Q2
$88K Buy
6,611
+2,081
+46% +$27.7K 0.02% 460
2015
Q1
$58K Buy
4,530
+1,634
+56% +$20.9K 0.02% 505
2014
Q4
$40K Hold
2,896
0.01% 493
2014
Q3
$41K Buy
2,896
+1,437
+98% +$20.3K 0.01% 408
2014
Q2
$23K Hold
1,459
0.01% 530
2014
Q1
$21K Hold
1,459
﹤0.01% 506
2013
Q4
$21K Hold
1,459
﹤0.01% 478
2013
Q3
$19K Buy
+1,459
New +$19K ﹤0.01% 516