Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q1 | $1.33M | Sell |
15,673
-15,905
| -50% | -$1.35M | 0.01% | 672 |
|
|
2014
Q4 | $2.41M | Sell |
31,578
-5,386
| -15% | -$412K | 0.03% | 503 |
|
|
2014
Q3 | $2.45M | Buy |
36,964
+1,514
| +4% | +$100K | 0.03% | 420 |
|
|
2014
Q2 | $2.72M | Sell |
35,450
-291
| -0.8% | -$22.3K | 0.04% | 402 |
|
|
2014
Q1 | $2.58M | Sell |
35,741
-319
| -0.9% | -$23.1K | 0.04% | 412 |
|
|
2013
Q4 | $2.39M | Buy |
36,060
+2,116
| +6% | +$140K | 0.04% | 418 |
|
|
2013
Q3 | $2.14M | Buy |
33,944
+2,324
| +7% | +$146K | 0.04% | 430 |
|
|
2013
Q2 | $1.76M | Buy |
+31,620
| New | +$1.76M | 0.04% | 440 |
|