Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | – | Sell |
-3,171
| Closed | -$282K | – | 548 |
|
|
2018
Q2 | $282K | Sell |
3,171
-81
| -2% | -$7.2K | 0.03% | 422 |
|
|
2018
Q1 | $389K | Sell |
3,252
-111
| -3% | -$13.3K | 0.04% | 298 |
|
|
2017
Q4 | $348K | Buy |
3,363
+990
| +42% | +$102K | 0.03% | 345 |
|
|
2017
Q3 | $235K | Buy |
+2,373
| New | +$235K | 0.03% | 430 |
|