Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2014
Q4
$151K Sell
9,720
-1,380
-12% -$21.4K 0.14% 136
2014
Q3
$179K Sell
11,100
-80
-0.7% -$1.29K 0.17% 124
2014
Q2
$182K Hold
11,180
0.15% 134
2014
Q1
$188K Buy
11,180
+3,260
+41% +$54.8K 0.16% 132
2013
Q4
$158K Buy
7,920
+140
+2% +$2.79K 0.14% 142
2013
Q3
$122K Sell
7,780
-360
-4% -$5.65K 0.11% 159
2013
Q2
$113K Buy
+8,140
New +$113K 0.11% 167