Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q1 | – | Sell |
-6,627
| Closed | -$242K | – | 551 |
|
|
2016
Q4 | $242K | Buy |
6,627
+421
| +7% | +$15.4K | 0.02% | 480 |
|
|
2016
Q3 | $215K | Sell |
6,206
-380
| -6% | -$13.2K | 0.02% | 474 |
|
|
2016
Q2 | $239K | Buy |
+6,586
| New | +$239K | 0.02% | 445 |
|
|
2016
Q1 | – | Sell |
-8,208
| Closed | -$193K | – | 561 |
|
|
2015
Q4 | $193K | Sell |
8,208
-4,547
| -36% | -$107K | 0.01% | 507 |
|
|
2015
Q3 | $344K | Buy |
+12,755
| New | +$344K | 0.01% | 503 |
|