Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | $62K | Buy |
+2,874
| New | +$62K | 0.29% | 251 |
|
|
2019
Q1 | – | Sell |
-10,629
| Closed | -$229K | – | 535 |
|
|
2018
Q4 | $229K | Buy |
10,629
+3,332
| +46% | +$71.8K | 0.16% | 268 |
|
|
2018
Q3 | $185K | Sell |
7,297
-62
| -0.8% | -$1.57K | 0.3% | 144 |
|
|
2018
Q2 | $178K | Buy |
+7,359
| New | +$178K | 0.3% | 100 |
|