Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2017
Q1
$1K Sell
3
-629
-100% -$210K 0.05% 184
2016
Q4
$129K Buy
+632
New +$129K 0.61% 45
2015
Q1
Sell
-521
Closed -$75K 224
2014
Q4
$75K Sell
521
-535
-51% -$77K 0.3% 124
2014
Q3
$138K Buy
1,056
+2
+0.2% +$261 0.57% 59
2014
Q2
$135K Buy
1,054
+314
+42% +$40.2K 0.57% 56
2014
Q1
$83K Buy
740
+421
+132% +$47.2K 0.37% 117
2013
Q4
$33K Buy
+319
New +$33K 0.15% 161
2013
Q3
Hold
0
212
2013
Q2
Hold
0
203