Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | – | Sell |
-13,245
| Closed | -$132K | – | 3698 |
|
|
2017
Q1 | $132K | Buy |
+13,245
| New | +$132K | ﹤0.01% | 3645 |
|
|
2015
Q2 | – | Sell |
-10,140
| Closed | -$74K | – | 4342 |
|
|
2015
Q1 | $74K | Buy |
10,140
+189
| +2% | +$1.38K | ﹤0.01% | 3845 |
|
|
2014
Q4 | $71K | Sell |
9,951
-1,869
| -16% | -$13.3K | ﹤0.01% | 3855 |
|
|
2014
Q3 | $87K | Sell |
11,820
-9,210
| -44% | -$67.8K | ﹤0.01% | 3863 |
|
|
2014
Q2 | $162K | Sell |
21,030
-3,081
| -13% | -$23.7K | ﹤0.01% | 3788 |
|
|
2014
Q1 | $175K | Buy |
+24,111
| New | +$175K | ﹤0.01% | 3806 |
|