Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | – | Sell |
-2,897
| Closed | -$146K | – | 512 |
|
|
2019
Q3 | $146K | Buy |
+2,897
| New | +$146K | 0.03% | 301 |
|
|
2019
Q2 | – | Sell |
-1,277
| Closed | -$71K | – | 491 |
|
|
2019
Q1 | $71K | Buy |
+1,277
| New | +$71K | 0.01% | 346 |
|
|
2018
Q4 | – | Sell |
-1,772
| Closed | -$98K | – | 496 |
|
|
2018
Q3 | $98K | Buy |
+1,772
| New | +$98K | 0.02% | 291 |
|