Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2014
Q3 | $445K | Sell |
4,950
-415
| -8% | -$37.3K | 0.59% | 42 |
|
|
2014
Q2 | $473K | Buy |
+5,365
| New | +$473K | 0.38% | 86 |
|
|
2013
Q4 | – | Sell |
-3,360
| Closed | -$201K | – | 578 |
|
|
2013
Q3 | $201K | Sell |
3,360
-3,552
| -51% | -$212K | 0.09% | 348 |
|
|
2013
Q2 | $420K | Buy |
+6,912
| New | +$420K | 0.18% | 180 |
|