Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2015
Q1
Sell
-6,400
Closed -$288K 51
2014
Q4
$288K Sell
6,400
-1,728
-21% -$77.8K 0.31% 57
2014
Q3
$338K Buy
8,128
+793
+11% +$33K 0.37% 59
2014
Q2
$300K Hold
7,335
0.33% 60
2014
Q1
$282K Buy
7,335
+884
+14% +$34K 0.32% 60
2013
Q4
$247K Buy
+6,451
New +$247K 0.27% 58