Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-11,000
| Closed | -$500K | – | 527 |
|
|
2019
Q4 | $500K | Buy |
+11,000
| New | +$500K | 0.02% | 496 |
|
|
2018
Q3 | – | Sell |
-12,000
| Closed | -$765K | – | 509 |
|
|
2018
Q2 | $765K | Hold |
12,000
| – | – | 0.02% | 472 |
|
|
2018
Q1 | $798K | Buy |
+12,000
| New | +$798K | 0.03% | 412 |
|