Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q1 | $564K | Sell |
74,464
-1,300
| -2% | -$9.85K | 0.01% | 920 |
|
|
2014
Q4 | $596K | Sell |
75,764
-102,029
| -57% | -$803K | 0.01% | 887 |
|
|
2014
Q3 | $1.5M | Buy |
177,793
+149,977
| +539% | +$1.27M | 0.02% | 533 |
|
|
2014
Q2 | $210K | Buy |
+27,816
| New | +$210K | ﹤0.01% | 1083 |
|
|
2013
Q4 | – | Sell |
-63,821
| Closed | -$415K | – | 1126 |
|
|
2013
Q3 | $415K | Buy |
+63,821
| New | +$415K | 0.01% | 852 |
|