Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q1 | $323K | Sell |
13,108
-472
| -3% | -$11.6K | 0.08% | 45 |
|
|
2014
Q4 | $345K | Buy |
13,580
+472
| +4% | +$12K | 0.08% | 42 |
|
|
2014
Q3 | $349K | Sell |
13,108
-1,482
| -10% | -$39.5K | 0.09% | 40 |
|
|
2014
Q2 | $390K | Buy |
14,590
+112
| +0.8% | +$2.99K | 0.09% | 40 |
|
|
2014
Q1 | $383K | Buy |
14,478
+1,633
| +13% | +$43.2K | 0.08% | 41 |
|
|
2013
Q4 | $341K | Sell |
12,845
-53
| -0.4% | -$1.41K | 0.06% | 49 |
|
|
2013
Q3 | $329K | Sell |
12,898
-3,436
| -21% | -$87.6K | 0.05% | 45 |
|
|
2013
Q2 | $437K | Buy |
+16,334
| New | +$437K | 0.07% | 27 |
|