Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2014
Q3
Sell
-6,975
Closed -$424K 83
2014
Q2
$424K Buy
6,975
+898
+15% +$54.6K 0.31% 65
2014
Q1
$335K Hold
6,077
0.2% 62
2013
Q4
$280K Buy
+6,077
New +$280K 0.17% 68