Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2014
Q4
$515K Sell
26,260
-2,780
-10% -$54.5K 0.49% 68
2014
Q3
$512K Sell
29,040
-640
-2% -$11.3K 0.49% 68
2014
Q2
$471K Sell
29,680
-17,340
-37% -$275K 0.4% 81
2014
Q1
$701K Sell
47,020
-3,680
-7% -$54.9K 0.61% 52
2013
Q4
$756K Hold
50,700
0.65% 42
2013
Q3
$649K Sell
50,700
-920
-2% -$11.8K 0.6% 54
2013
Q2
$588K Buy
+51,620
New +$588K 0.55% 60