Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q1 | – | Sell |
-18,878
| Closed | -$236K | – | 479 |
|
|
2017
Q4 | $236K | Buy |
18,878
+450
| +2% | +$5.63K | 0.01% | 402 |
|
|
2017
Q3 | $221K | Buy |
+18,428
| New | +$221K | 0.02% | 277 |
|
|
2016
Q4 | – | Sell |
-11,794
| Closed | -$142K | – | 317 |
|
|
2016
Q3 | $142K | Buy |
11,794
+1,143
| +11% | +$13.8K | 0.01% | 308 |
|
|
2016
Q2 | $134K | Buy |
+10,651
| New | +$134K | 0.02% | 292 |
|