Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q1 | – | Sell |
-28,840
| Closed | -$3.29M | – | 39 |
|
|
2017
Q4 | $3.29M | Hold |
28,840
| – | – | 2.74% | 16 |
|
|
2017
Q3 | $3.04M | Buy |
+28,840
| New | +$3.04M | 2.15% | 15 |
|
|
2017
Q2 | – | Sell |
-37,500
| Closed | -$3.33M | – | 41 |
|
|
2017
Q1 | $3.33M | Buy |
+37,500
| New | +$3.33M | 1.65% | 22 |
|