Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2016
Q3
Sell
-952
Closed -$25K 885
2016
Q2
$25K Buy
952
+26
+3% +$683 ﹤0.01% 428
2016
Q1
$26K Buy
926
+26
+3% +$730 ﹤0.01% 401
2015
Q4
$23K Buy
+900
New +$23K ﹤0.01% 402