Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q1 | $308K | Sell |
21,768
-12,903
| -37% | -$183K | ﹤0.01% | 1100 |
|
|
2014
Q4 | $482K | Buy |
+34,671
| New | +$482K | 0.01% | 961 |
|
|
2014
Q1 | – | Sell |
-10,294
| Closed | -$138K | – | 1144 |
|
|
2013
Q4 | $138K | Buy |
10,294
+90
| +0.9% | +$1.21K | ﹤0.01% | 1085 |
|
|
2013
Q3 | $116K | Hold |
10,204
| – | – | ﹤0.01% | 1052 |
|
|
2013
Q2 | $113K | Buy |
+10,204
| New | +$113K | ﹤0.01% | 1025 |
|