Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2014
Q2
Sell
-20,520
Closed -$1.03M 220
2014
Q1
$1.03M Sell
20,520
-38,200
-65% -$1.92M 0.46% 64
2013
Q4
$2.85M Sell
58,720
-660
-1% -$32K 1.26% 18
2013
Q3
$2.73M Sell
59,380
-1,270
-2% -$58.5K 1.24% 18
2013
Q2
$2.49M Buy
+60,650
New +$2.49M 1.18% 18