Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2014
Q4
Sell
-18,699
Closed -$446K 97
2014
Q3
$446K Buy
18,699
+713
+4% +$17K 0.23% 65
2014
Q2
$379K Sell
17,986
-119
-0.7% -$2.51K 0.21% 67
2014
Q1
$421K Sell
18,105
-1,248
-6% -$29K 0.26% 64
2013
Q4
$447K Sell
19,353
-594
-3% -$13.7K 0.28% 63
2013
Q3
$468K Buy
19,947
+4,515
+29% +$106K 0.29% 60
2013
Q2
$336K Buy
+15,432
New +$336K 0.21% 68