Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q1 | $617K | Buy |
10,588
+2,964
| +39% | +$173K | 0.01% | 893 |
|
|
2014
Q4 | $536K | Sell |
7,624
-1,565
| -17% | -$110K | 0.01% | 918 |
|
|
2014
Q3 | $724K | Sell |
9,189
-1,770
| -16% | -$139K | 0.01% | 742 |
|
|
2014
Q2 | $796K | Sell |
10,959
-12,504
| -53% | -$908K | 0.01% | 734 |
|
|
2014
Q1 | $1.62M | Sell |
23,463
-17,645
| -43% | -$1.22M | 0.02% | 512 |
|
|
2013
Q4 | $2.65M | Sell |
41,108
-9,195
| -18% | -$593K | 0.05% | 398 |
|
|
2013
Q3 | $3.06M | Buy |
50,303
+3,819
| +8% | +$232K | 0.06% | 358 |
|
|
2013
Q2 | $2.59M | Buy |
+46,484
| New | +$2.59M | 0.05% | 368 |
|