Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2014
Q4
Sell
-2,700
Closed -$25K 307
2014
Q3
$25K Sell
2,700
-100
-4% -$926 0.02% 154
2014
Q2
$31K Buy
+2,800
New +$31K 0.03% 139
2014
Q1
Hold
0
495
2013
Q4
Hold
0
795