Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
-5,718
| Closed | -$479K | – | 718 |
|
|
2020
Q1 | $479K | Buy |
+5,718
| New | +$479K | ﹤0.01% | 498 |
|
|
2014
Q1 | – | Sell |
-19,692
| Closed | -$1.27M | – | 411 |
|
|
2013
Q4 | $1.27M | Sell |
19,692
-31,029
| -61% | -$2.01M | 0.01% | 362 |
|
|
2013
Q3 | $3.05M | Buy |
+50,721
| New | +$3.05M | 0.01% | 334 |
|