Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2016
Q3
Sell
-29,820
Closed -$2.31M 540
2016
Q2
$2.31M Sell
29,820
-8,023
-21% -$622K 0.09% 179
2016
Q1
$2.82M Sell
37,843
-5,502
-13% -$410K 0.11% 162
2015
Q4
$3.29M Buy
43,345
+7,461
+21% +$567K 0.13% 149
2015
Q3
$2.79M Buy
+35,884
New +$2.79M 0.11% 170