Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2014
Q4
$466K Sell
14,736
-505
-3% -$16K 0.57% 47
2014
Q3
$548K Buy
15,241
+427
+3% +$15.4K 0.64% 40
2014
Q2
$639K Buy
14,814
+2,384
+19% +$103K 0.75% 38
2014
Q1
$489K Hold
12,430
0.64% 45
2013
Q4
$494K Buy
+12,430
New +$494K 0.48% 58