Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-12,239
| Closed | -$224K | – | 1169 |
|
|
2021
Q3 | $224K | Sell |
12,239
-300
| -2% | -$5.49K | ﹤0.01% | 1175 |
|
|
2021
Q2 | $598K | Buy |
+12,539
| New | +$598K | ﹤0.01% | 1072 |
|
|
2020
Q4 | – | Sell |
-400
| Closed | -$25K | – | 1262 |
|
|
2020
Q3 | $25K | Buy |
+400
| New | +$25K | ﹤0.01% | 1247 |
|