Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2014
Q2
Sell
-9,366
Closed -$250K 329
2014
Q1
$250K Sell
9,366
-528
-5% -$14.1K 0.16% 218
2013
Q4
$316K Sell
9,894
-17
-0.2% -$543 0.21% 164
2013
Q3
$323K Buy
9,911
+251
+3% +$8.18K 0.24% 137
2013
Q2
$314K Buy
+9,660
New +$314K 0.25% 135