Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Date Filed |
---|---|---|---|---|---|---|---|---|
Q1 2014 | 17 | $6.12M | +$2.23M | -$124K | +$2.1M | IVE, IVW, MINT, IGSB, FLOT | 13F-HR | 5/21/2014, 01:46 PM |
Q4 2013 | 10 | $3.99M | $0 | $0 | IVW, IVE, SH, MINT, IDV | 13F-HR | 1/10/2014, 03:37 PM |