Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2016
Q4
Sell
-709
Closed -$37K 238
2016
Q3
$37K Sell
709
-759
-52% -$39.6K 0.18% 151
2016
Q2
$81K Sell
1,468
-221
-13% -$12.2K 0.39% 96
2016
Q1
$104K Sell
1,689
-447
-21% -$27.5K 0.45% 75
2015
Q4
$134K Buy
2,136
+230
+12% +$14.4K 0.57% 54
2015
Q3
$117K Buy
+1,906
New +$117K 0.52% 61
2015
Q2
Hold
0
231
2015
Q1
Sell
-776
Closed -$37K 230
2014
Q4
$37K Buy
+776
New +$37K 0.15% 155