Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2015
Q3
Sell
-43,799
Closed -$125K 7
2015
Q2
$125K Sell
43,799
-24,380
-36% -$69.6K 0.55% 4
2015
Q1
$185K Sell
68,179
-27,700
-29% -$75.2K 0.96% 3
2014
Q4
$234K Buy
95,879
+65,329
+214% +$159K 0.5% 4
2014
Q3
$80K Buy
+30,550
New +$80K 0.02% 59