Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2019
Q1 | – | Sell |
-24,300
| Closed | -$691K | – | 1388 |
|
2018
Q4 | $691K | Sell |
24,300
-27,300
| -53% | -$776K | ﹤0.01% | 1031 |
|
2018
Q3 | $1.74M | Sell |
51,600
-1,200
| -2% | -$40.4K | 0.01% | 909 |
|
2018
Q2 | $1.72M | Buy |
52,800
+28,500
| +117% | +$930K | 0.01% | 893 |
|
2018
Q1 | $757K | Buy |
+24,300
| New | +$757K | ﹤0.01% | 1067 |
|