Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | – | Sell |
-5,400
| Closed | -$218K | – | 793 |
|
|
2018
Q3 | $218K | Buy |
+5,400
| New | +$218K | ﹤0.01% | 647 |
|
|
2018
Q1 | – | Sell |
-3,359
| Closed | -$129K | – | 1157 |
|
|
2017
Q4 | $129K | Hold |
3,359
| – | – | ﹤0.01% | 725 |
|
|
2017
Q3 | $127K | Hold |
3,359
| – | – | ﹤0.01% | 748 |
|
|
2017
Q2 | $130K | Hold |
3,359
| – | – | ﹤0.01% | 731 |
|
|
2017
Q1 | $121K | Hold |
3,359
| – | – | ﹤0.01% | 753 |
|
|
2016
Q4 | $120K | Buy |
+3,359
| New | +$120K | ﹤0.01% | 734 |
|