Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-7,626
| Closed | -$208K | – | 1258 |
|
|
2019
Q4 | $208K | Sell |
7,626
-11,874
| -61% | -$324K | ﹤0.01% | 1125 |
|
|
2019
Q3 | $384K | Buy |
19,500
+5,012
| +35% | +$98.7K | ﹤0.01% | 1142 |
|
|
2019
Q2 | $215K | Sell |
14,488
-19,518
| -57% | -$290K | ﹤0.01% | 1218 |
|
|
2019
Q1 | $421K | Hold |
34,006
| – | – | ﹤0.01% | 1129 |
|
|
2018
Q4 | $430K | Hold |
34,006
| – | – | ﹤0.01% | 1116 |
|
|
2018
Q3 | $597K | Hold |
34,006
| – | – | ﹤0.01% | 1119 |
|
|
2018
Q2 | $710K | Hold |
34,006
| – | – | ﹤0.01% | 1081 |
|
|
2018
Q1 | $688K | Hold |
34,006
| – | – | ﹤0.01% | 1087 |
|
|
2017
Q4 | $1.21M | Buy |
+34,006
| New | +$1.21M | ﹤0.01% | 958 |
|