Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2014
Q4
$270K Buy
7,419
+629
+9% +$22.9K 0.26% 90
2014
Q3
$237K Buy
6,790
+16
+0.2% +$558 0.23% 99
2014
Q2
$209K Hold
6,774
0.18% 124
2014
Q1
$175K Hold
6,774
0.15% 136
2013
Q4
$176K Sell
6,774
-500
-7% -$13K 0.15% 135
2013
Q3
$167K Sell
7,274
-2,574
-26% -$59.1K 0.15% 133
2013
Q2
$239K Buy
+9,848
New +$239K 0.22% 112