Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q4 | $580K | Sell |
16,821
-2,199
| -12% | -$75.8K | 0.48% | 32 |
|
|
2016
Q3 | $565K | Sell |
19,020
-668
| -3% | -$19.8K | 0.49% | 31 |
|
|
2016
Q2 | $724K | Sell |
19,688
-299
| -1% | -$11K | 0.62% | 25 |
|
|
2016
Q1 | $764K | Sell |
19,987
-2,564
| -11% | -$98K | 0.68% | 23 |
|
|
2015
Q4 | $943K | Sell |
22,551
-1,066
| -5% | -$44.6K | 0.9% | 26 |
|
|
2015
Q3 | $852K | Sell |
23,617
-1,377
| -6% | -$49.7K | 0.91% | 24 |
|
|
2015
Q2 | $906K | Sell |
24,994
-374
| -1% | -$13.6K | 0.76% | 28 |
|
|
2015
Q1 | $972K | Buy |
25,368
+2,458
| +11% | +$94.2K | 0.81% | 28 |
|
|
2014
Q4 | $736K | Buy |
+22,910
| New | +$736K | 0.61% | 30 |
|