Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-5,104
| Closed | -$671K | – | 781 |
|
|
2019
Q2 | $671K | Buy |
5,104
+2,287
| +81% | +$301K | ﹤0.01% | 567 |
|
|
2019
Q1 | $421K | Buy |
+2,817
| New | +$421K | ﹤0.01% | 584 |
|
|
2017
Q4 | – | Sell |
-3,500
| Closed | -$196K | – | 849 |
|
|
2017
Q3 | $196K | Buy |
3,500
+1,000
| +40% | +$56K | ﹤0.01% | 707 |
|
|
2017
Q2 | $129K | Sell |
2,500
-2,700
| -52% | -$139K | ﹤0.01% | 733 |
|
|
2017
Q1 | $261K | Buy |
+5,200
| New | +$261K | ﹤0.01% | 694 |
|