Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2014
Q2
Sell
-6,650
Closed -$240K 160
2014
Q1
$240K Sell
6,650
-700
-10% -$25.3K 0.1% 147
2013
Q4
$265K Sell
7,350
-2,300
-24% -$82.9K 0.11% 145
2013
Q3
$307K Buy
+9,650
New +$307K 0.14% 137