Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2016
Q1 | – | Sell |
-200
| Closed | -$15K | – | 1325 |
|
2015
Q4 | $15K | Buy |
+200
| New | +$15K | ﹤0.01% | 1366 |
|
2015
Q3 | – | Sell |
-13,925
| Closed | -$1.2M | – | 1447 |
|
2015
Q2 | $1.2M | Sell |
13,925
-4,395
| -24% | -$377K | ﹤0.01% | 929 |
|
2015
Q1 | $1.64M | Buy |
+18,320
| New | +$1.64M | 0.01% | 847 |
|