Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-23,847
| Closed | -$460K | – | 1548 |
|
|
2019
Q1 | $460K | Buy |
23,847
+4,826
| +25% | +$93.1K | ﹤0.01% | 1008 |
|
|
2018
Q4 | $321K | Hold |
19,021
| – | – | ﹤0.01% | 1086 |
|
|
2018
Q3 | $455K | Hold |
19,021
| – | – | ﹤0.01% | 1037 |
|
|
2018
Q2 | $475K | Hold |
19,021
| – | – | ﹤0.01% | 1025 |
|
|
2018
Q1 | $391K | Sell |
19,021
-1,444
| -7% | -$29.7K | ﹤0.01% | 1100 |
|
|
2017
Q4 | $432K | Hold |
20,465
| – | – | ﹤0.01% | 1068 |
|
|
2017
Q3 | $395K | Hold |
20,465
| – | – | ﹤0.01% | 1093 |
|
|
2017
Q2 | $373K | Hold |
20,465
| – | – | ﹤0.01% | 1103 |
|
|
2017
Q1 | $334K | Buy |
+20,465
| New | +$334K | ﹤0.01% | 1180 |
|