Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-19,430
| Closed | -$1.27M | – | 870 |
|
|
2021
Q1 | $1.27M | Sell |
19,430
-12,838
| -40% | -$841K | 0.01% | 760 |
|
|
2020
Q4 | $1.8M | Sell |
32,268
-26,161
| -45% | -$1.46M | 0.01% | 701 |
|
|
2020
Q3 | $2.33M | Buy |
58,429
+7,100
| +14% | +$283K | 0.01% | 665 |
|
|
2020
Q2 | $2.31M | Sell |
51,329
-67,097
| -57% | -$3.02M | 0.01% | 677 |
|
|
2020
Q1 | $3.98M | Buy |
+118,426
| New | +$3.98M | 0.03% | 463 |
|