Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-117
| Closed | -$20K | – | 312 |
|
|
2019
Q1 | $20K | Hold |
117
| – | – | 0.01% | 224 |
|
|
2018
Q4 | $19K | Hold |
117
| – | – | 0.01% | 225 |
|
|
2018
Q3 | $21K | Hold |
117
| – | – | 0.01% | 218 |
|
|
2018
Q2 | $19K | Buy |
+117
| New | +$19K | 0.01% | 225 |
|
|
2015
Q1 | – | Sell |
-1,825
| Closed | -$252K | – | 119 |
|
|
2014
Q4 | $252K | Buy |
+1,825
| New | +$252K | 0.21% | 77 |
|