Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
-83,225
| Closed | -$478K | – | 826 |
|
|
2020
Q2 | $478K | Buy |
+83,225
| New | +$478K | ﹤0.01% | 523 |
|
|
2014
Q3 | – | Sell |
-132,800
| Closed | -$4.34M | – | 484 |
|
|
2014
Q2 | $4.34M | Buy |
132,800
+22,000
| +20% | +$719K | 0.02% | 281 |
|
|
2014
Q1 | $3.45M | Buy |
110,800
+28,300
| +34% | +$882K | 0.02% | 278 |
|
|
2013
Q4 | $2.72M | Buy |
+82,500
| New | +$2.72M | 0.01% | 314 |
|