Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q4 | – | Sell |
-6,972
| Closed | -$280K | – | 728 |
|
|
2017
Q3 | $280K | Buy |
+6,972
| New | +$280K | 0.18% | 114 |
|
|
2017
Q2 | – | Sell |
-3
| Closed | – | – | 445 |
|
|
2017
Q1 | $0 | Sell |
3
-5,122
| -100% | – | ﹤0.01% | 432 |
|
|
2016
Q4 | $187K | Buy |
+5,125
| New | +$187K | 0.19% | 148 |
|