Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-1,303
| Closed | -$19K | – | 1201 |
|
|
2020
Q4 | $19K | Buy |
1,303
+181
| +16% | +$2.64K | ﹤0.01% | 1249 |
|
|
2020
Q3 | $14K | Buy |
+1,122
| New | +$14K | ﹤0.01% | 1267 |
|
|
2019
Q2 | – | Sell |
-50,000
| Closed | -$714K | – | 1275 |
|
|
2019
Q1 | $714K | Buy |
+50,000
| New | +$714K | ﹤0.01% | 1047 |
|
|
2014
Q4 | – | Sell |
-17
| Closed | – | – | 1409 |
|
|
2014
Q3 | $0 | Sell |
17
-10,700
| -100% | – | ﹤0.01% | 1429 |
|
|
2014
Q2 | $222K | Buy |
+10,717
| New | +$222K | ﹤0.01% | 1215 |
|