Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2016
Q1 | – | Sell |
-2,400
| Closed | -$44K | – | 1382 |
|
2015
Q4 | $44K | Hold |
2,400
| – | – | ﹤0.01% | 1307 |
|
2015
Q3 | $27K | Buy |
+2,400
| New | +$27K | ﹤0.01% | 1391 |
|
2013
Q4 | – | Sell |
-13,322
| Closed | -$225K | – | 1419 |
|
2013
Q3 | $225K | Sell |
13,322
-19,272
| -59% | -$325K | ﹤0.01% | 1127 |
|
2013
Q2 | $448K | Buy |
+32,594
| New | +$448K | ﹤0.01% | 986 |
|