Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-7,502
| Closed | -$1.17M | – | 907 |
|
|
2021
Q1 | $1.17M | Sell |
7,502
-2,444
| -25% | -$382K | 0.01% | 878 |
|
|
2020
Q4 | $1.74M | Sell |
9,946
-8,063
| -45% | -$1.41M | 0.01% | 711 |
|
|
2020
Q3 | $2.34M | Sell |
18,009
-3,193
| -15% | -$414K | 0.01% | 662 |
|
|
2020
Q2 | $2.35M | Sell |
21,202
-25,653
| -55% | -$2.84M | 0.01% | 619 |
|
|
2020
Q1 | $3.58M | Buy |
+46,855
| New | +$3.58M | 0.03% | 588 |
|