Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-2,496
| Closed | -$348K | – | 463 |
|
|
2019
Q2 | $348K | Sell |
2,496
-1,028
| -29% | -$143K | 0.07% | 264 |
|
|
2019
Q1 | $478K | Buy |
3,524
+678
| +24% | +$92K | 0.1% | 241 |
|
|
2018
Q4 | $350K | Sell |
2,846
-42
| -1% | -$5.17K | 0.08% | 239 |
|
|
2018
Q3 | $419K | Buy |
2,888
+2,282
| +377% | +$331K | 0.09% | 225 |
|
|
2018
Q2 | $113K | Buy |
+606
| New | +$113K | 0.03% | 198 |
|