Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | – | Sell |
-6,059
| Closed | -$267K | – | 1367 |
|
|
2018
Q2 | $267K | Sell |
6,059
-3,021
| -33% | -$133K | ﹤0.01% | 1257 |
|
|
2018
Q1 | $661K | Hold |
9,080
| – | – | ﹤0.01% | 1100 |
|
|
2017
Q4 | $1.02M | Buy |
9,080
+643
| +8% | +$72.4K | ﹤0.01% | 1002 |
|
|
2017
Q3 | $1.03M | Buy |
8,437
+327
| +4% | +$40K | ﹤0.01% | 952 |
|
|
2017
Q2 | $1.27M | Buy |
+8,110
| New | +$1.27M | 0.01% | 877 |
|