Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-31,722
| Closed | -$599K | – | 623 |
|
|
2019
Q4 | $599K | Sell |
31,722
-8,730
| -22% | -$165K | 0.06% | 428 |
|
|
2019
Q3 | $774K | Buy |
40,452
+34,734
| +607% | +$665K | 0.08% | 374 |
|
|
2019
Q2 | $193K | Sell |
5,718
-1,252
| -18% | -$42.3K | 0.02% | 551 |
|
|
2019
Q1 | $257K | Hold |
6,970
| – | – | 0.02% | 533 |
|
|
2018
Q4 | $224K | Buy |
+6,970
| New | +$224K | 0.03% | 489 |
|