Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q1 | – | Sell |
-4,161
| Closed | -$41K | – | 1297 |
|
|
2015
Q4 | $41K | Sell |
4,161
-10,868
| -72% | -$107K | ﹤0.01% | 1202 |
|
|
2015
Q3 | $445K | Sell |
15,029
-28,674
| -66% | -$849K | 0.01% | 802 |
|
|
2015
Q2 | $1.87M | Buy |
43,703
+14,988
| +52% | +$642K | 0.02% | 572 |
|
|
2015
Q1 | $1.34M | Buy |
+28,715
| New | +$1.34M | 0.02% | 663 |
|