Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2014
Q4
Sell
-628
Closed -$114K 138
2014
Q3
$114K Sell
628
-289
-32% -$52.5K 0.07% 101
2014
Q2
$159K Sell
917
-328
-26% -$56.9K 0.1% 95
2014
Q1
$229K Hold
1,245
0.18% 74
2013
Q4
$224K Buy
+1,245
New +$224K 0.22% 59