Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2014
Q4
$147K Sell
2,760
-1,600
-37% -$85.2K 0.14% 142
2014
Q3
$251K Sell
4,360
-3,652
-46% -$210K 0.24% 95
2014
Q2
$536K Hold
8,012
0.46% 73
2014
Q1
$536K Sell
8,012
-336
-4% -$22.5K 0.46% 76
2013
Q4
$557K Buy
8,348
+1,600
+24% +$107K 0.48% 75
2013
Q3
$423K Sell
6,748
-3,816
-36% -$239K 0.39% 88
2013
Q2
$660K Buy
+10,564
New +$660K 0.61% 51