Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2016
Q3
$89K Sell
958
-78
-8% -$7.25K 0.02% 474
2016
Q2
$94K Buy
1,036
+340
+49% +$30.8K 0.02% 561
2016
Q1
$61K Sell
696
-340
-33% -$29.8K 0.02% 484
2015
Q4
$96K Hold
1,036
0.02% 528
2015
Q3
$91K Buy
1,036
+340
+49% +$29.9K 0.02% 476
2015
Q2
$64K Hold
696
0.02% 568
2015
Q1
$61K Hold
696
0.02% 484
2014
Q4
$57K Sell
696
-24,429
-97% -$2M 0.02% 396
2014
Q3
$1.9M Sell
25,125
-930
-4% -$70.4K 0.41% 80
2014
Q2
$1.98M Sell
26,055
-41,130
-61% -$3.12M 0.43% 72
2014
Q1
$5.17M Sell
67,185
-170
-0.3% -$13.1K 1.03% 30
2013
Q4
$5.87M Sell
67,355
-100
-0.1% -$8.72K 1.15% 19
2013
Q3
$5.84M Buy
67,455
+225
+0.3% +$19.5K 0.86% 29
2013
Q2
$4.92M Buy
+67,230
New +$4.92M 0.71% 43