Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | – | Sell |
-853
| Closed | -$45K | – | 608 |
|
|
2020
Q3 | $45K | Buy |
+853
| New | +$45K | ﹤0.01% | 657 |
|
|
2016
Q4 | – | Sell |
-44,127
| Closed | -$2.81M | – | 562 |
|
|
2016
Q3 | $2.81M | Sell |
44,127
-2,621
| -6% | -$167K | 0.01% | 319 |
|
|
2016
Q2 | $3.31M | Sell |
46,748
-7,191
| -13% | -$509K | 0.01% | 299 |
|
|
2016
Q1 | $3.65M | Buy |
+53,939
| New | +$3.65M | 0.02% | 296 |
|