Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q1 | – | Sell |
-1,933
| Closed | -$251K | – | 7 |
|
|
2014
Q4 | $251K | Buy |
1,933
+694
| +56% | +$90.1K | 0.36% | 36 |
|
|
2014
Q3 | $158K | Buy |
1,239
+779
| +169% | +$99.3K | 0.13% | 68 |
|
|
2014
Q2 | $59K | Hold |
460
| – | – | 0.04% | 79 |
|
|
2014
Q1 | $58K | Buy |
+460
| New | +$58K | 0.05% | 78 |
|