Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q1 | $2.65M | Buy |
69,042
+23,548
| +52% | +$902K | 0.03% | 482 |
|
|
2014
Q4 | $1.46M | Buy |
+45,494
| New | +$1.46M | 0.02% | 619 |
|
|
2014
Q2 | – | Sell |
-12,120
| Closed | -$265K | – | 1174 |
|
|
2014
Q1 | $265K | Sell |
12,120
-1,220
| -9% | -$26.7K | ﹤0.01% | 1010 |
|
|
2013
Q4 | $264K | Buy |
13,340
+300
| +2% | +$5.94K | ﹤0.01% | 1007 |
|
|
2013
Q3 | $263K | Sell |
13,040
-700
| -5% | -$14.1K | ﹤0.01% | 952 |
|
|
2013
Q2 | $237K | Buy |
+13,740
| New | +$237K | ﹤0.01% | 958 |
|