Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q1 | $525K | Buy |
+22,379
| New | +$525K | 0.01% | 943 |
|
|
2014
Q3 | – | Sell |
-47,658
| Closed | -$930K | – | 1146 |
|
|
2014
Q2 | $930K | Buy |
47,658
+967
| +2% | +$18.9K | 0.01% | 694 |
|
|
2014
Q1 | $911K | Buy |
46,691
+5,068
| +12% | +$98.9K | 0.01% | 653 |
|
|
2013
Q4 | $833K | Buy |
+41,623
| New | +$833K | 0.01% | 672 |
|