Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2015
Q3
Sell
-4,950
Closed -$89K 206
2015
Q2
$89K Sell
4,950
-1,500
-23% -$27K 0.18% 52
2015
Q1
$81K Buy
6,450
+1,950
+43% +$24.5K 0.15% 63
2014
Q4
$67K Buy
+4,500
New +$67K 0.12% 77