Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q4 | $1.02M | Sell |
22,680
-10,232
| -31% | -$459K | 0.07% | 251 |
|
|
2017
Q3 | $2.24M | Sell |
32,912
-2,109
| -6% | -$144K | 0.15% | 171 |
|
|
2017
Q2 | $2.32M | Sell |
35,021
-2,880
| -8% | -$191K | 0.14% | 176 |
|
|
2017
Q1 | $2.52M | Sell |
37,901
-62
| -0.2% | -$4.11K | 0.14% | 175 |
|
|
2016
Q4 | $2.31M | Sell |
37,963
-11,237
| -23% | -$683K | 0.16% | 138 |
|
|
2016
Q3 | $3.01M | Buy |
+49,200
| New | +$3.01M | 0.21% | 96 |
|