Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | – | Sell |
-825
| Closed | -$334K | – | 1294 |
|
|
2019
Q3 | $334K | Buy |
+825
| New | +$334K | ﹤0.01% | 1163 |
|
|
2018
Q2 | – | Sell |
-1,140
| Closed | -$345K | – | 1402 |
|
|
2018
Q1 | $345K | Sell |
1,140
-4,780
| -81% | -$1.45M | ﹤0.01% | 1228 |
|
|
2017
Q4 | $1.82M | Buy |
5,920
+4,365
| +281% | +$1.34M | 0.01% | 873 |
|
|
2017
Q3 | $444K | Buy |
1,555
+270
| +21% | +$77.1K | ﹤0.01% | 1128 |
|
|
2017
Q2 | $264K | Buy |
+1,285
| New | +$264K | ﹤0.01% | 1161 |
|
|
2015
Q1 | – | Sell |
-2,960
| Closed | -$992K | – | 1479 |
|
|
2014
Q4 | $992K | Buy |
2,960
+2,270
| +329% | +$761K | ﹤0.01% | 958 |
|
|
2014
Q3 | $220K | Buy |
+690
| New | +$220K | ﹤0.01% | 1224 |
|