Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q1 | $515K | Sell |
12,149
-541
| -4% | -$22.9K | 0.01% | 949 |
|
|
2014
Q4 | $582K | Sell |
12,690
-52,969
| -81% | -$2.43M | 0.01% | 893 |
|
|
2014
Q3 | $2.81M | Sell |
65,659
-12,910
| -16% | -$552K | 0.04% | 379 |
|
|
2014
Q2 | $3.56M | Sell |
78,569
-303
| -0.4% | -$13.7K | 0.05% | 338 |
|
|
2014
Q1 | $3.4M | Buy |
78,872
+28,120
| +55% | +$1.21M | 0.05% | 354 |
|
|
2013
Q4 | $2.2M | Buy |
50,752
+32,690
| +181% | +$1.42M | 0.04% | 438 |
|
|
2013
Q3 | $771K | Buy |
18,062
+50
| +0.3% | +$2.13K | 0.01% | 647 |
|
|
2013
Q2 | $739K | Buy |
+18,012
| New | +$739K | 0.01% | 643 |
|