Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-52,727
| Closed | -$488K | – | 132 |
|
|
2019
Q4 | $488K | Buy |
52,727
+15,546
| +42% | +$144K | 0.25% | 103 |
|
|
2019
Q3 | $338K | Buy |
37,181
+1,206
| +3% | +$11K | 0.18% | 121 |
|
|
2019
Q2 | $368K | Buy |
35,975
+4,230
| +13% | +$43.3K | 0.2% | 117 |
|
|
2019
Q1 | $279K | Buy |
+31,745
| New | +$279K | 0.23% | 72 |
|