Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q1 | – | Sell |
-4,831
| Closed | -$226K | – | 39 |
|
|
2014
Q4 | $226K | Buy |
4,831
+326
| +7% | +$15.3K | 0.33% | 43 |
|
|
2014
Q3 | $225K | Buy |
4,505
+2,755
| +157% | +$138K | 0.19% | 51 |
|
|
2014
Q2 | $86K | Buy |
1,750
+105
| +6% | +$5.16K | 0.06% | 66 |
|
|
2014
Q1 | $78K | Buy |
1,645
+1,491
| +968% | +$70.7K | 0.07% | 67 |
|
|
2013
Q4 | $8K | Hold |
154
| – | – | 0.01% | 110 |
|
|
2013
Q3 | $8K | Hold |
154
| – | – | 0.01% | 94 |
|
|
2013
Q2 | $8K | Buy |
+154
| New | +$8K | 0.01% | 97 |
|