Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q1 | $2.06M | Sell |
48,704
-38,982
| -44% | -$1.65M | 0.02% | 546 |
|
|
2014
Q4 | $3.91M | Sell |
87,686
-32,266
| -27% | -$1.44M | 0.04% | 390 |
|
|
2014
Q3 | $5.28M | Buy |
119,952
+2,462
| +2% | +$108K | 0.07% | 241 |
|
|
2014
Q2 | $5.69M | Sell |
117,490
-571
| -0.5% | -$27.7K | 0.08% | 229 |
|
|
2014
Q1 | $6.29M | Buy |
118,061
+22,603
| +24% | +$1.2M | 0.09% | 215 |
|
|
2013
Q4 | $4.98M | Buy |
95,458
+38,438
| +67% | +$2M | 0.09% | 257 |
|
|
2013
Q3 | $2.49M | Buy |
57,020
+2,311
| +4% | +$101K | 0.05% | 394 |
|
|
2013
Q2 | $2.12M | Buy |
+54,709
| New | +$2.12M | 0.04% | 402 |
|