Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2016
Q3
Sell
-932
Closed -$77K 999
2016
Q2
$77K Sell
932
-919
-50% -$75.9K ﹤0.01% 561
2016
Q1
$153K Buy
+1,851
New +$153K ﹤0.01% 468
2015
Q4
Hold
0
1264
2015
Q3
Sell
-1,469
Closed -$115K 1343
2015
Q2
$115K Buy
+1,469
New +$115K ﹤0.01% 766
2015
Q1
Sell
-3,951
Closed -$308K 1363
2014
Q4
$308K Buy
3,951
+46
+1% +$3.59K ﹤0.01% 673
2014
Q3
$283K Buy
+3,905
New +$283K ﹤0.01% 720
2014
Q1
Sell
-300
Closed -$22K 1407
2013
Q4
$22K Buy
+300
New +$22K ﹤0.01% 1013