Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | – | Sell |
-32,600
| Closed | -$321K | – | 1225 |
|
|
2021
Q2 | $321K | Buy |
32,600
+19,800
| +155% | +$195K | ﹤0.01% | 1161 |
|
|
2021
Q1 | $181K | Buy |
+12,800
| New | +$181K | ﹤0.01% | 1179 |
|
|
2017
Q2 | – | Sell |
-1,206
| Closed | -$294K | – | 1237 |
|
|
2017
Q1 | $294K | Buy |
1,206
+98
| +9% | +$23.9K | ﹤0.01% | 1162 |
|
|
2016
Q4 | $1.08M | Buy |
+1,108
| New | +$1.08M | 0.01% | 888 |
|