Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q1 | $1.69M | Sell |
8,108
-1,920
| -19% | -$400K | 0.02% | 590 |
|
|
2014
Q4 | $2.29M | Buy |
10,028
+96
| +1% | +$21.9K | 0.02% | 518 |
|
|
2014
Q3 | $2.17M | Buy |
9,932
+1,993
| +25% | +$435K | 0.03% | 448 |
|
|
2014
Q2 | $1.48M | Sell |
7,939
-188
| -2% | -$35.1K | 0.02% | 559 |
|
|
2014
Q1 | $1.24M | Buy |
8,127
+4,837
| +147% | +$736K | 0.02% | 583 |
|
|
2013
Q4 | $585K | Sell |
3,290
-709
| -18% | -$126K | 0.01% | 782 |
|
|
2013
Q3 | $621K | Sell |
3,999
-1,045
| -21% | -$162K | 0.01% | 713 |
|
|
2013
Q2 | $477K | Buy |
+5,044
| New | +$477K | 0.01% | 774 |
|