Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q1 | – | Sell |
-12,132
| Closed | -$435K | – | 84 |
|
|
2016
Q4 | $435K | Sell |
12,132
-79,230
| -87% | -$2.84M | 0.12% | 63 |
|
|
2016
Q3 | $2.38M | Buy |
91,362
+2,598
| +3% | +$67.7K | 0.84% | 27 |
|
|
2016
Q2 | $1.88M | Buy |
88,764
+46,726
| +111% | +$991K | 0.69% | 30 |
|
|
2016
Q1 | $1.11M | Buy |
+42,038
| New | +$1.11M | 0.42% | 31 |
|