Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2014
Q2
Sell
-1,128
Closed -$40K 740
2014
Q1
$40K Sell
1,128
-15,193
-93% -$539K 0.05% 381
2013
Q4
$573K Sell
16,321
-4,989
-23% -$175K 0.39% 61
2013
Q3
$649K Buy
21,310
+15,337
+257% +$467K 0.55% 24
2013
Q2
$175K Buy
+5,973
New +$175K 0.2% 183