Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q1 | $945K | Buy |
20,945
+1,179
| +6% | +$53.2K | 0.01% | 763 |
|
|
2014
Q4 | $815K | Buy |
19,766
+2,507
| +15% | +$103K | 0.01% | 790 |
|
|
2014
Q3 | $860K | Buy |
17,259
+340
| +2% | +$16.9K | 0.01% | 705 |
|
|
2014
Q2 | $985K | Sell |
16,919
-799
| -5% | -$46.5K | 0.01% | 677 |
|
|
2014
Q1 | $935K | Sell |
17,718
-220
| -1% | -$11.6K | 0.01% | 647 |
|
|
2013
Q4 | $877K | Sell |
17,938
-101
| -0.6% | -$4.94K | 0.02% | 653 |
|
|
2013
Q3 | $871K | Sell |
18,039
-230
| -1% | -$11.1K | 0.02% | 624 |
|
|
2013
Q2 | $789K | Buy |
+18,269
| New | +$789K | 0.02% | 625 |
|