Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-6,775
| Closed | -$949K | – | 196 |
|
|
2019
Q1 | $949K | Buy |
+6,775
| New | +$949K | 0.16% | 58 |
|
|
2016
Q1 | – | Sell |
-7,870
| Closed | -$920K | – | 105 |
|
|
2015
Q4 | $920K | Buy |
7,870
+2,205
| +39% | +$258K | 0.34% | 44 |
|
|
2015
Q3 | $586K | Buy |
+5,665
| New | +$586K | 0.25% | 58 |
|