Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2014
Q2
Sell
-6,503
Closed -$214K 205
2014
Q1
$214K Sell
6,503
-3,666
-36% -$121K 0.04% 181
2013
Q4
$324K Sell
10,169
-71,968
-88% -$2.29M 0.06% 146
2013
Q3
$2.58M Sell
82,137
-1,475
-2% -$46.3K 0.48% 73
2013
Q2
$2.96M Buy
+83,612
New +$2.96M 0.56% 67