Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-3,500
| Closed | -$237K | – | 506 |
|
|
2019
Q4 | $237K | Buy |
+3,500
| New | +$237K | 0.01% | 514 |
|
|
2019
Q1 | – | Sell |
-58,000
| Closed | -$3.53M | – | 387 |
|
|
2018
Q4 | $3.53M | Buy |
58,000
+52,500
| +955% | +$3.19M | 0.15% | 169 |
|
|
2018
Q3 | $379K | Buy |
+5,500
| New | +$379K | 0.01% | 469 |
|