Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2014
Q2 | – | Sell |
-6,216
| Closed | -$165K | – | 33 |
|
|
2014
Q1 | $165K | Sell |
6,216
-9,575
| -61% | -$254K | 0.14% | 28 |
|
|
2013
Q4 | $419K | Hold |
15,791
| – | – | 0.33% | 29 |
|
|
2013
Q3 | $403K | Buy |
15,791
+6,216
| +65% | +$159K | 0.38% | 26 |
|
|
2013
Q2 | $256K | Buy |
+9,575
| New | +$256K | 0.27% | 19 |
|