Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | – | Sell |
-19,904
| Closed | -$381K | – | 651 |
|
|
2020
Q3 | $381K | Buy |
+19,904
| New | +$381K | ﹤0.01% | 565 |
|
|
2019
Q3 | – | Sell |
-20,451
| Closed | -$677K | – | 719 |
|
|
2019
Q2 | $677K | Hold |
20,451
| – | – | ﹤0.01% | 510 |
|
|
2019
Q1 | $728K | Buy |
+20,451
| New | +$728K | ﹤0.01% | 552 |
|