Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-10,334
| Closed | -$1.15M | – | 914 |
|
|
2021
Q1 | $1.15M | Sell |
10,334
-4,570
| -31% | -$507K | 0.01% | 891 |
|
|
2020
Q4 | $1.77M | Sell |
14,904
-12,085
| -45% | -$1.44M | 0.01% | 706 |
|
|
2020
Q3 | $2.36M | Buy |
26,989
+1,034
| +4% | +$90.2K | 0.01% | 643 |
|
|
2020
Q2 | $2.33M | Sell |
25,955
-9,446
| -27% | -$846K | 0.01% | 656 |
|
|
2020
Q1 | $3.53M | Buy |
35,401
+19,648
| +125% | +$1.96M | 0.03% | 606 |
|
|
2019
Q4 | $1.81M | Buy |
+15,753
| New | +$1.81M | 0.01% | 821 |
|