Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-4,283
| Closed | -$1.03M | – | 1222 |
|
|
2019
Q4 | $1.03M | Sell |
4,283
-2,400
| -36% | -$575K | ﹤0.01% | 890 |
|
|
2019
Q3 | $1.52M | Buy |
6,683
+27
| +0.4% | +$6.15K | 0.01% | 914 |
|
|
2019
Q2 | $1.49M | Buy |
+6,656
| New | +$1.49M | 0.01% | 902 |
|
|
2019
Q1 | – | Sell |
-28,278
| Closed | -$5.96M | – | 1360 |
|
|
2018
Q4 | $5.96M | Buy |
28,278
+1,900
| +7% | +$401K | 0.03% | 558 |
|
|
2018
Q3 | $7.24M | Buy |
26,378
+11,400
| +76% | +$3.13M | 0.03% | 565 |
|
|
2018
Q2 | $4.11M | Buy |
+14,978
| New | +$4.11M | 0.02% | 698 |
|