Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
-5,080
| Closed | -$186K | – | 454 |
|
|
2020
Q1 | $186K | Buy |
5,080
+1,547
| +44% | +$56.6K | ﹤0.01% | 275 |
|
|
2019
Q4 | $165K | Sell |
3,533
-846,239
| -100% | -$39.5M | ﹤0.01% | 306 |
|
|
2019
Q3 | $41.2M | Sell |
849,772
-10,363
| -1% | -$502K | 0.55% | 66 |
|
|
2019
Q2 | $38.6M | Buy |
860,135
+40,664
| +5% | +$1.83M | 0.51% | 72 |
|
|
2019
Q1 | $37.3M | Buy |
+819,471
| New | +$37.3M | 0.47% | 74 |
|