Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q3 | – | Sell |
-3,840
| Closed | -$124K | – | 206 |
|
|
2016
Q2 | $124K | Buy |
+3,840
| New | +$124K | 0.43% | 62 |
|
|
2014
Q3 | – | Sell |
-3,493
| Closed | -$93K | – | 305 |
|
|
2014
Q2 | $93K | Buy |
+3,493
| New | +$93K | 0.3% | 83 |
|
|
2013
Q3 | – | Sell |
-14,256
| Closed | -$382K | – | 256 |
|
|
2013
Q2 | $382K | Buy |
+14,256
| New | +$382K | 0.71% | 48 |
|