Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q3 | – | Sell |
-1,829
| Closed | -$19K | – | 1236 |
|
|
2016
Q2 | $19K | Sell |
1,829
-671
| -27% | -$6.97K | ﹤0.01% | 1331 |
|
|
2016
Q1 | $29K | Buy |
+2,500
| New | +$29K | ﹤0.01% | 1273 |
|
|
2015
Q1 | – | Sell |
-10,600
| Closed | -$160K | – | 1445 |
|
|
2014
Q4 | $160K | Buy |
10,600
+8,900
| +524% | +$134K | ﹤0.01% | 1287 |
|
|
2014
Q3 | $21K | Buy |
+1,700
| New | +$21K | ﹤0.01% | 1395 |
|