Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2016
Q3
Sell
-84
Closed -$4K 220
2016
Q2
$4K Sell
84
-1,303
-94% -$62K 0.02% 237
2016
Q1
$69K Sell
1,387
-133
-9% -$6.62K 0.3% 110
2015
Q4
$69K Sell
1,520
-597
-28% -$27.1K 0.3% 118
2015
Q3
$99K Buy
2,117
+56
+3% +$2.62K 0.44% 94
2015
Q2
$117K Buy
+2,061
New +$117K 0.49% 75
2014
Q1
Sell
-706
Closed -$42K 198
2013
Q4
$42K Sell
706
-813
-54% -$48.4K 0.19% 150
2013
Q3
$92K Buy
1,519
+1,009
+198% +$61.1K 0.46% 96
2013
Q2
$26K Buy
+510
New +$26K 0.12% 167