Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2016
Q1
$234K Sell
9,790
-200
-2% -$4.78K 0.05% 281
2015
Q4
$275K Hold
9,990
0.06% 262
2015
Q3
$244K Sell
9,990
-13,746
-58% -$336K 0.05% 262
2015
Q2
$602K Sell
23,736
-117
-0.5% -$2.97K 0.12% 182
2015
Q1
$579K Sell
23,853
-85
-0.4% -$2.06K 0.12% 197
2014
Q4
$565K Buy
23,938
+24
+0.1% +$566 0.12% 194
2014
Q3
$570K Sell
23,914
-844
-3% -$20.1K 0.13% 176
2014
Q2
$522K Sell
24,758
-832
-3% -$17.5K 0.12% 185
2014
Q1
$595K Hold
25,590
0.15% 159
2013
Q4
$591K Buy
25,590
+1,070
+4% +$24.7K 0.19% 140
2013
Q3
$576K Buy
24,520
+1,188
+5% +$27.9K 0.22% 117
2013
Q2
$508K Buy
+23,332
New +$508K 0.21% 120