Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q2 | – | Sell |
-30,000
| Closed | -$780K | – | 904 |
|
|
2018
Q1 | $780K | Buy |
+30,000
| New | +$780K | ﹤0.01% | 698 |
|
|
2017
Q2 | – | Sell |
-4,304
| Closed | -$96K | – | 892 |
|
|
2017
Q1 | $96K | Hold |
4,304
| – | – | ﹤0.01% | 780 |
|
|
2016
Q4 | $83K | Buy |
+4,304
| New | +$83K | ﹤0.01% | 762 |
|