Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q1 | $3.29M | Buy |
28,962
+8,907
| +44% | +$1.01M | 0.03% | 426 |
|
|
2014
Q4 | $1.81M | Buy |
20,055
+6,712
| +50% | +$605K | 0.02% | 566 |
|
|
2014
Q3 | $1.03M | Sell |
13,343
-3,285
| -20% | -$254K | 0.01% | 645 |
|
|
2014
Q2 | $1.21M | Buy |
+16,628
| New | +$1.21M | 0.02% | 625 |
|
|
2013
Q3 | – | Sell |
-3,953
| Closed | -$221K | – | 1074 |
|
|
2013
Q2 | $221K | Buy |
+3,953
| New | +$221K | ﹤0.01% | 975 |
|