Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-24,736
| Closed | -$1.33M | – | 980 |
|
|
2021
Q1 | $1.33M | Sell |
24,736
-15,159
| -38% | -$815K | 0.01% | 744 |
|
|
2020
Q4 | $1.95M | Sell |
39,895
-32,340
| -45% | -$1.58M | 0.01% | 679 |
|
|
2020
Q3 | $2.35M | Sell |
72,235
-21,174
| -23% | -$688K | 0.01% | 653 |
|
|
2020
Q2 | $2.42M | Sell |
93,409
-66,746
| -42% | -$1.73M | 0.02% | 583 |
|
|
2020
Q1 | $3.89M | Buy |
+160,155
| New | +$3.89M | 0.03% | 470 |
|