Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q4 | $238K | Hold |
5,066
| – | – | 0.02% | 419 |
|
|
2017
Q3 | $237K | Sell |
5,066
-471
| -9% | -$22K | 0.02% | 467 |
|
|
2017
Q2 | $268K | Sell |
5,537
-643
| -10% | -$31.1K | 0.02% | 471 |
|
|
2017
Q1 | $305K | Sell |
6,180
-14
| -0.2% | -$691 | 0.02% | 491 |
|
|
2016
Q4 | $285K | Sell |
6,194
-2,606
| -30% | -$120K | 0.02% | 468 |
|
|
2016
Q3 | $398K | Buy |
+8,800
| New | +$398K | 0.03% | 417 |
|