Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2014
Q3 | $29K | Sell |
91
-505
| -85% | -$161K | ﹤0.01% | 5071 |
|
|
2014
Q2 | $168K | Buy |
596
+319
| +115% | +$89.9K | ﹤0.01% | 3830 |
|
|
2014
Q1 | $76K | Buy |
+277
| New | +$76K | ﹤0.01% | 4327 |
|
|
2013
Q4 | – | Sell |
-82
| Closed | -$24K | – | 6530 |
|
|
2013
Q3 | $24K | Sell |
82
-634
| -89% | -$186K | ﹤0.01% | 4928 |
|
|
2013
Q2 | $235K | Buy |
+716
| New | +$235K | ﹤0.01% | 3337 |
|