Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2015
Q2
Sell
-1,588
Closed -$240K 351
2015
Q1
$240K Sell
1,588
-4,049
-72% -$612K 0.17% 266
2014
Q4
$838K Buy
+5,637
New +$838K 1.02% 13