Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-34,847
| Closed | -$1.89M | – | 130 |
|
|
2019
Q4 | $1.89M | Buy |
34,847
+5,236
| +18% | +$284K | 0.81% | 63 |
|
|
2019
Q3 | $1.53M | Buy |
29,611
+8,096
| +38% | +$419K | 0.75% | 58 |
|
|
2019
Q2 | $1.25M | Buy |
21,515
+9,118
| +74% | +$531K | 0.65% | 64 |
|
|
2019
Q1 | $768K | Buy |
12,397
+7,267
| +142% | +$450K | 0.47% | 59 |
|
|
2018
Q4 | $247K | Buy |
+5,130
| New | +$247K | 0.2% | 114 |
|