Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-24,135
| Closed | -$1.77M | – | 975 |
|
|
2020
Q4 | $1.77M | Sell |
24,135
-19,569
| -45% | -$1.43M | 0.01% | 707 |
|
|
2020
Q3 | $2.26M | Sell |
43,704
-10,288
| -19% | -$533K | 0.01% | 717 |
|
|
2020
Q2 | $2.29M | Sell |
53,992
-56,205
| -51% | -$2.39M | 0.01% | 700 |
|
|
2020
Q1 | $3.63M | Buy |
110,197
+71,492
| +185% | +$2.35M | 0.03% | 570 |
|
|
2019
Q4 | $1.86M | Buy |
+38,705
| New | +$1.86M | 0.01% | 801 |
|