Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q1 | $459K | Buy |
3,118
+1,226
| +65% | +$180K | ﹤0.01% | 978 |
|
|
2014
Q4 | $259K | Buy |
1,892
+107
| +6% | +$14.6K | ﹤0.01% | 1135 |
|
|
2014
Q3 | $216K | Hold |
1,785
| – | – | ﹤0.01% | 1038 |
|
|
2014
Q2 | $212K | Sell |
1,785
-30
| -2% | -$3.56K | ﹤0.01% | 1082 |
|
|
2014
Q1 | $206K | Buy |
+1,815
| New | +$206K | ﹤0.01% | 1063 |
|