Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-27,553
| Closed | -$1.21M | – | 953 |
|
|
2020
Q4 | $1.21M | Sell |
27,553
-22,338
| -45% | -$980K | 0.01% | 835 |
|
|
2020
Q3 | $2.37M | Sell |
49,891
-29,053
| -37% | -$1.38M | 0.01% | 636 |
|
|
2020
Q2 | $2.39M | Sell |
78,944
-149,615
| -65% | -$4.53M | 0.01% | 591 |
|
|
2020
Q1 | $3.9M | Buy |
+228,559
| New | +$3.9M | 0.03% | 469 |
|