Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q1 | $643K | Buy |
4,639
+228
| +5% | +$31.6K | 0.01% | 880 |
|
|
2014
Q4 | $636K | Sell |
4,411
-3,331
| -43% | -$480K | 0.01% | 872 |
|
|
2014
Q3 | $1.02M | Sell |
7,742
-7,954
| -51% | -$1.05M | 0.01% | 650 |
|
|
2014
Q2 | $2.42M | Sell |
15,696
-5,275
| -25% | -$814K | 0.03% | 433 |
|
|
2014
Q1 | $3.12M | Buy |
20,971
+3,700
| +21% | +$551K | 0.05% | 378 |
|
|
2013
Q4 | $2.44M | Sell |
17,271
-1,176
| -6% | -$166K | 0.04% | 414 |
|
|
2013
Q3 | $2.45M | Buy |
18,447
+16,194
| +719% | +$2.15M | 0.05% | 398 |
|
|
2013
Q2 | $244K | Buy |
+2,253
| New | +$244K | ﹤0.01% | 952 |
|