Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-8,518
| Closed | -$286K | – | 1537 |
|
|
2019
Q4 | $286K | Buy |
8,518
+2,890
| +51% | +$97K | ﹤0.01% | 1110 |
|
|
2019
Q3 | $205K | Buy |
5,628
+377
| +7% | +$13.7K | ﹤0.01% | 1419 |
|
|
2019
Q2 | $213K | Buy |
+5,251
| New | +$213K | ﹤0.01% | 1392 |
|
|
2015
Q3 | – | Sell |
-5,941
| Closed | -$219K | – | 1772 |
|
|
2015
Q2 | $219K | Buy |
+5,941
| New | +$219K | ﹤0.01% | 1713 |
|