Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | – | Sell |
-2,893
| Closed | -$212K | – | 726 |
|
|
2018
Q3 | $212K | Buy |
2,893
+568
| +24% | +$41.6K | ﹤0.01% | 622 |
|
|
2018
Q2 | $206K | Hold |
2,325
| – | – | ﹤0.01% | 632 |
|
|
2018
Q1 | $278K | Hold |
2,325
| – | – | ﹤0.01% | 594 |
|
|
2017
Q4 | $241K | Buy |
+2,325
| New | +$241K | ﹤0.01% | 586 |
|