Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-8,241
| Closed | -$1.31M | – | 910 |
|
|
2021
Q1 | $1.31M | Sell |
8,241
-3,531
| -30% | -$561K | 0.01% | 749 |
|
|
2020
Q4 | $1.67M | Sell |
11,772
-9,542
| -45% | -$1.36M | 0.01% | 727 |
|
|
2020
Q3 | $2.38M | Sell |
21,314
-6,674
| -24% | -$745K | 0.01% | 629 |
|
|
2020
Q2 | $2.34M | Sell |
27,988
-30,683
| -52% | -$2.57M | 0.01% | 623 |
|
|
2020
Q1 | $3.75M | Buy |
58,671
+23,977
| +69% | +$1.53M | 0.03% | 513 |
|
|
2019
Q4 | $2.05M | Buy |
+34,694
| New | +$2.05M | 0.01% | 690 |
|