Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-21,029
| Closed | -$301K | – | 553 |
|
|
2019
Q4 | $301K | Buy |
+21,029
| New | +$301K | 0.01% | 510 |
|
|
2019
Q2 | – | Sell |
-20,847
| Closed | -$418K | – | 494 |
|
|
2019
Q1 | $418K | Sell |
20,847
-22,282
| -52% | -$447K | 0.02% | 378 |
|
|
2018
Q4 | $782K | Hold |
43,129
| – | – | 0.03% | 396 |
|
|
2018
Q3 | $997K | Buy |
+43,129
| New | +$997K | 0.03% | 433 |
|