Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2015
Q2
Sell
-30,712
Closed -$2.09M 26
2015
Q1
$2.09M Buy
30,712
+1,212
+4% +$82.4K 1.61% 16
2014
Q4
$2.01M Buy
+29,500
New +$2.01M 0.63% 31
2014
Q2
Hold
0
120
2014
Q1
Sell
-9,000
Closed -$685K 113
2013
Q4
$685K Sell
9,000
-3,200
-26% -$244K 0.04% 98
2013
Q3
$840K Sell
12,200
-10,800
-47% -$744K 0.12% 98
2013
Q2
$1.51M Buy
+23,000
New +$1.51M 0.17% 71