Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q1 | $593K | Sell |
25,940
-17,540
| -40% | -$401K | 0.01% | 906 |
|
|
2014
Q4 | $1.35M | Buy |
43,480
+4,755
| +12% | +$147K | 0.01% | 652 |
|
|
2014
Q3 | $1.19M | Buy |
38,725
+1,714
| +5% | +$52.5K | 0.02% | 610 |
|
|
2014
Q2 | $1.44M | Sell |
37,011
-439
| -1% | -$17.1K | 0.02% | 572 |
|
|
2014
Q1 | $1.5M | Buy |
37,450
+162
| +0.4% | +$6.5K | 0.02% | 529 |
|
|
2013
Q4 | $1.77M | Sell |
37,288
-20,813
| -36% | -$990K | 0.03% | 486 |
|
|
2013
Q3 | $2.43M | Buy |
58,101
+18,109
| +45% | +$758K | 0.05% | 400 |
|
|
2013
Q2 | $1.81M | Buy |
+39,992
| New | +$1.81M | 0.04% | 438 |
|