Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | – | Sell |
-22,233
| Closed | -$746K | – | 914 |
|
|
2020
Q3 | $746K | Hold |
22,233
| – | – | ﹤0.01% | 866 |
|
|
2020
Q2 | $806K | Buy |
22,233
+4,397
| +25% | +$159K | 0.01% | 890 |
|
|
2020
Q1 | $570K | Hold |
17,836
| – | – | ﹤0.01% | 885 |
|
|
2019
Q4 | $736K | Buy |
+17,836
| New | +$736K | ﹤0.01% | 910 |
|