Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2014
Q3 | – | Sell |
-9,088
| Closed | -$214K | – | 1147 |
|
|
2014
Q2 | $214K | Sell |
9,088
-10,961
| -55% | -$258K | ﹤0.01% | 1077 |
|
|
2014
Q1 | $548K | Buy |
20,049
+608
| +3% | +$16.6K | 0.01% | 830 |
|
|
2013
Q4 | $568K | Buy |
19,441
+22
| +0.1% | +$643 | 0.01% | 791 |
|
|
2013
Q3 | $517K | Buy |
19,419
+227
| +1% | +$6.04K | 0.01% | 782 |
|
|
2013
Q2 | $407K | Buy |
+19,192
| New | +$407K | 0.01% | 827 |
|