Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
-7,206
| Closed | -$193K | – | 707 |
|
|
2020
Q1 | $193K | Sell |
7,206
-59,051
| -89% | -$1.58M | ﹤0.01% | 563 |
|
|
2019
Q4 | $2.67M | Sell |
66,257
-46,741
| -41% | -$1.88M | 0.02% | 354 |
|
|
2019
Q3 | $3.88M | Buy |
112,998
+3,067
| +3% | +$105K | 0.02% | 329 |
|
|
2019
Q2 | $3.6M | Buy |
+109,931
| New | +$3.6M | 0.02% | 346 |
|