Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-28,000
| Closed | -$480K | – | 1195 |
|
|
2019
Q4 | $480K | Sell |
28,000
-45,300
| -62% | -$777K | ﹤0.01% | 1000 |
|
|
2019
Q3 | $1.51M | Sell |
73,300
-1,500
| -2% | -$30.9K | 0.01% | 916 |
|
|
2019
Q2 | $1.81M | Buy |
74,800
+2,600
| +4% | +$63K | 0.01% | 864 |
|
|
2019
Q1 | $1.57M | Buy |
+72,200
| New | +$1.57M | 0.01% | 893 |
|