Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-34,649
| Closed | -$1.3M | – | 943 |
|
|
2020
Q4 | $1.3M | Sell |
34,649
-28,088
| -45% | -$1.06M | 0.01% | 817 |
|
|
2020
Q3 | $2.05M | Buy |
62,737
+11,357
| +22% | +$371K | 0.01% | 777 |
|
|
2020
Q2 | $2.33M | Sell |
51,380
-34,510
| -40% | -$1.56M | 0.01% | 646 |
|
|
2020
Q1 | $3.92M | Buy |
+85,890
| New | +$3.92M | 0.03% | 467 |
|