Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q1 | $625K | Hold |
36,238
| – | – | 0.01% | 890 |
|
|
2014
Q4 | $685K | Hold |
36,238
| – | – | 0.01% | 845 |
|
|
2014
Q3 | $776K | Sell |
36,238
-200
| -0.5% | -$4.28K | 0.01% | 727 |
|
|
2014
Q2 | $970K | Buy |
36,438
+610
| +2% | +$16.2K | 0.01% | 682 |
|
|
2014
Q1 | $839K | Hold |
35,828
| – | – | 0.01% | 678 |
|
|
2013
Q4 | $1M | Sell |
35,828
-549
| -2% | -$15.4K | 0.02% | 620 |
|
|
2013
Q3 | $906K | Sell |
36,377
-500
| -1% | -$12.5K | 0.02% | 615 |
|
|
2013
Q2 | $855K | Buy |
+36,877
| New | +$855K | 0.02% | 611 |
|