Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2014
Q4
$131K Sell
4,158
-60
-1% -$1.89K 0.12% 161
2014
Q3
$152K Hold
4,218
0.15% 138
2014
Q2
$182K Sell
4,218
-233
-5% -$10.1K 0.15% 135
2014
Q1
$175K Sell
4,451
-1,223
-22% -$48.1K 0.15% 135
2013
Q4
$225K Hold
5,674
0.19% 119
2013
Q3
$195K Sell
5,674
-233
-4% -$8.01K 0.18% 125
2013
Q2
$201K Buy
+5,907
New +$201K 0.19% 121