Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2021
Q2 | – | Sell |
-8,389
| Closed | -$1.19M | – | 869 |
|
2021
Q1 | $1.19M | Sell |
8,389
-2,627
| -24% | -$372K | 0.01% | 863 |
|
2020
Q4 | $1.51M | Sell |
11,016
-8,930
| -45% | -$1.22M | 0.01% | 761 |
|
2020
Q3 | $2.26M | Sell |
19,946
-958
| -5% | -$108K | 0.01% | 719 |
|
2020
Q2 | $2.34M | Sell |
20,904
-16,648
| -44% | -$1.86M | 0.01% | 622 |
|
2020
Q1 | $3.74M | Buy |
37,552
+20,465
| +120% | +$2.04M | 0.03% | 518 |
|
2019
Q4 | $1.98M | Buy |
+17,087
| New | +$1.98M | 0.01% | 727 |
|