Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-811
| Closed | -$82K | – | 924 |
|
|
2019
Q4 | $82K | Hold |
811
| – | – | ﹤0.01% | 739 |
|
|
2019
Q3 | $71K | Hold |
811
| – | – | ﹤0.01% | 703 |
|
|
2019
Q2 | $73K | Hold |
811
| – | – | ﹤0.01% | 695 |
|
|
2019
Q1 | $68K | Hold |
811
| – | – | ﹤0.01% | 695 |
|
|
2018
Q4 | $61K | Hold |
811
| – | – | ﹤0.01% | 712 |
|
|
2018
Q3 | $81K | Hold |
811
| – | – | ﹤0.01% | 719 |
|
|
2018
Q2 | $99K | Hold |
811
| – | – | ﹤0.01% | 785 |
|
|
2018
Q1 | $92K | Hold |
811
| – | – | ﹤0.01% | 998 |
|
|
2017
Q4 | $100K | Hold |
811
| – | – | ﹤0.01% | 752 |
|
|
2017
Q3 | $84K | Hold |
811
| – | – | ﹤0.01% | 788 |
|
|
2017
Q2 | $74K | Hold |
811
| – | – | ﹤0.01% | 795 |
|
|
2017
Q1 | $67K | Sell |
811
-11,780
| -94% | -$973K | ﹤0.01% | 806 |
|
|
2016
Q4 | $1.04M | Buy |
+12,591
| New | +$1.04M | 0.01% | 519 |
|