Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2014
Q4
Sell
-5,430
Closed -$250K 311
2014
Q3
$250K Sell
5,430
-860
-14% -$39.6K 0.12% 162
2014
Q2
$353K Sell
6,290
-900
-13% -$50.5K 0.16% 139
2014
Q1
$389K Sell
7,190
-1,300
-15% -$70.3K 0.18% 127
2013
Q4
$501K Sell
8,490
-210
-2% -$12.4K 0.22% 106
2013
Q3
$533K Sell
8,700
-3,500
-29% -$214K 0.25% 77
2013
Q2
$626K Buy
+12,200
New +$626K 0.27% 100