Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2015
Q4
Sell
-9,527
Closed -$1.1M 119
2015
Q3
$1.1M Sell
9,527
-8,056
-46% -$933K 0.39% 67
2015
Q2
$2.12M Sell
17,583
-60
-0.3% -$7.22K 0.67% 54
2015
Q1
$2.03M Buy
17,643
+125
+0.7% +$14.4K 0.64% 56
2014
Q4
$2.29M Sell
17,518
-410
-2% -$53.5K 0.74% 51
2014
Q3
$2.13M Sell
17,928
-320
-2% -$38K 0.73% 50
2014
Q2
$2.03M Sell
18,248
-3,205
-15% -$357K 0.66% 53
2014
Q1
$2.29M Sell
21,453
-100
-0.5% -$10.7K 0.74% 52
2013
Q4
$1.96M Sell
21,553
-1,875
-8% -$170K 0.68% 49
2013
Q3
$2.01M Sell
23,428
-130
-0.6% -$11.2K 0.76% 49
2013
Q2
$1.62M Buy
+23,558
New +$1.62M 0.61% 49