Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-11,101
| Closed | -$1.24M | – | 981 |
|
|
2021
Q1 | $1.24M | Sell |
11,101
-1,198
| -10% | -$133K | 0.01% | 787 |
|
|
2020
Q4 | $1.24M | Sell |
12,299
-9,971
| -45% | -$1.01M | 0.01% | 830 |
|
|
2020
Q3 | $2.35M | Buy |
22,270
+13,988
| +169% | +$1.47M | 0.01% | 654 |
|
|
2020
Q2 | $1.08M | Buy |
+8,282
| New | +$1.08M | 0.01% | 867 |
|