Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-2,202
| Closed | -$26K | – | 1245 |
|
|
2020
Q4 | $26K | Sell |
2,202
-1,804
| -45% | -$21.3K | ﹤0.01% | 1241 |
|
|
2020
Q3 | $44K | Buy |
+4,006
| New | +$44K | ﹤0.01% | 1224 |
|
|
2019
Q3 | – | Sell |
-26,508
| Closed | -$252K | – | 1315 |
|
|
2019
Q2 | $252K | Sell |
26,508
-4,513
| -15% | -$42.9K | ﹤0.01% | 1198 |
|
|
2019
Q1 | $285K | Buy |
+31,021
| New | +$285K | ﹤0.01% | 1207 |
|