Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2015
Q4
Sell
-6,200
Closed -$69K 263
2015
Q3
$69K Sell
6,200
-2,007
-24% -$22.3K 0.04% 238
2015
Q2
$166K Sell
8,207
-653
-7% -$13.2K 0.08% 206
2015
Q1
$195K Sell
8,860
-951
-10% -$20.9K 0.09% 195
2014
Q4
$225K Buy
9,811
+401
+4% +$9.2K 0.1% 186
2014
Q3
$314K Buy
+9,410
New +$314K 0.15% 123