Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q1 | $828K | Buy |
22,045
+8,527
| +63% | +$320K | 0.01% | 805 |
|
|
2014
Q4 | $550K | Sell |
13,518
-20,608
| -60% | -$838K | 0.01% | 905 |
|
|
2014
Q3 | $1.5M | Buy |
34,126
+1,390
| +4% | +$60.9K | 0.02% | 535 |
|
|
2014
Q2 | $1.43M | Buy |
32,736
+12,716
| +64% | +$557K | 0.02% | 573 |
|
|
2014
Q1 | $877K | Buy |
+20,020
| New | +$877K | 0.01% | 670 |
|