Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-2,410
| Closed | -$49K | – | 215 |
|
|
2021
Q3 | $49K | Sell |
2,410
-3,939
| -62% | -$80.1K | 0.04% | 127 |
|
|
2021
Q2 | $138K | Hold |
6,349
| – | – | 0.13% | 88 |
|
|
2021
Q1 | $145K | Sell |
6,349
-5,423
| -46% | -$124K | 0.14% | 83 |
|
|
2020
Q4 | $256K | Buy |
+11,772
| New | +$256K | 0.21% | 65 |
|