Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
-15,900
| Closed | -$270K | – | 946 |
|
|
2020
Q1 | $270K | Sell |
15,900
-800
| -5% | -$13.6K | ﹤0.01% | 915 |
|
|
2019
Q4 | $605K | Buy |
16,700
+3,000
| +22% | +$109K | ﹤0.01% | 919 |
|
|
2019
Q3 | $356K | Sell |
13,700
-300
| -2% | -$7.8K | ﹤0.01% | 771 |
|
|
2019
Q2 | $1.02M | Buy |
+14,000
| New | +$1.02M | 0.01% | 741 |
|