Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | – | Sell |
-2,628
| Closed | -$158K | – | 2820 |
|
|
2019
Q3 | $158K | Hold |
2,628
| – | – | ﹤0.01% | 2619 |
|
|
2019
Q2 | $163K | Sell |
2,628
-161
| -6% | -$9.98K | ﹤0.01% | 2585 |
|
|
2019
Q1 | $161K | Buy |
2,789
+585
| +27% | +$33.8K | ﹤0.01% | 2513 |
|
|
2018
Q4 | $115K | Hold |
2,204
| – | – | ﹤0.01% | 2503 |
|
|
2018
Q3 | $121K | Hold |
2,204
| – | – | ﹤0.01% | 2511 |
|
|
2018
Q2 | $122K | Buy |
2,204
+1,312
| +147% | +$72.5K | ﹤0.01% | 2547 |
|
|
2018
Q1 | $49.6K | Buy |
892
+140
| +19% | +$7.78K | ﹤0.01% | 2495 |
|
|
2017
Q4 | $41.6K | Buy |
752
+72
| +11% | +$3.99K | ﹤0.01% | 2446 |
|
|
2017
Q3 | $39.4K | Hold |
680
| – | – | ﹤0.01% | 2413 |
|
|
2017
Q2 | $36.8K | Buy |
680
+105
| +18% | +$5.68K | ﹤0.01% | 2399 |
|
|
2017
Q1 | $28.4K | Hold |
575
| – | – | ﹤0.01% | 2371 |
|
|
2016
Q4 | $23K | Buy |
+575
| New | +$23K | ﹤0.01% | 2344 |
|