Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2014
Q3 | $37K | Buy |
3,959
+1,902
| +92% | +$17.8K | ﹤0.01% | 4867 |
|
|
2014
Q2 | $20K | Buy |
+2,057
| New | +$20K | ﹤0.01% | 5279 |
|
|
2014
Q1 | – | Sell |
-656
| Closed | -$5K | – | 6448 |
|
|
2013
Q4 | $5K | Sell |
656
-3,799
| -85% | -$29K | ﹤0.01% | 5955 |
|
|
2013
Q3 | $24K | Buy |
4,455
+2,632
| +144% | +$14.2K | ﹤0.01% | 4921 |
|
|
2013
Q2 | $8K | Buy |
+1,823
| New | +$8K | ﹤0.01% | 5417 |
|