Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2016
Q3
$445K Sell
5,384
-100
-2% -$8.27K 0.24% 120
2016
Q2
$407K Sell
5,484
-1,991
-27% -$148K 0.28% 122
2016
Q1
$572K Buy
7,475
+2,075
+38% +$159K 0.41% 101
2015
Q4
$419K Buy
+5,400
New +$419K 0.82% 44