Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2014
Q4
Sell
-25,576
Closed -$1.47M 70
2014
Q3
$1.47M Buy
25,576
+68
+0.3% +$3.91K 1.45% 30
2014
Q2
$1.71M Buy
25,508
+2,648
+12% +$177K 1.59% 29
2014
Q1
$1.53M Buy
22,860
+3,948
+21% +$264K 1.47% 30
2013
Q4
$1.26M Buy
+18,912
New +$1.26M 1.27% 33