Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-11,276
| Closed | -$309K | – | 636 |
|
|
2019
Q4 | $309K | Sell |
11,276
-20,240
| -64% | -$555K | 0.01% | 523 |
|
|
2019
Q3 | $780K | Hold |
31,516
| – | – | 0.02% | 420 |
|
|
2019
Q2 | $630K | Buy |
+31,516
| New | +$630K | 0.01% | 461 |
|
|
2018
Q2 | – | Sell |
-13,879
| Closed | -$489K | – | 934 |
|
|
2018
Q1 | $489K | Hold |
13,879
| – | – | 0.01% | 697 |
|
|
2017
Q4 | $440K | Buy |
+13,879
| New | +$440K | 0.01% | 746 |
|