Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2014
Q4
$330K Sell
11,149
-541
-5% -$16K 0.31% 84
2014
Q3
$328K Sell
11,690
-31,858
-73% -$894K 0.31% 85
2014
Q2
$1.23M Buy
43,548
+2,715
+7% +$76.5K 1.04% 17
2014
Q1
$1.24M Buy
40,833
+6,773
+20% +$206K 1.08% 16
2013
Q4
$990K Sell
34,060
-347
-1% -$10.1K 0.85% 27
2013
Q3
$939K Sell
34,407
-651
-2% -$17.8K 0.87% 27
2013
Q2
$931K Buy
+35,058
New +$931K 0.87% 25