Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | – | Sell |
-28,015
| Closed | -$234K | – | 1306 |
|
|
2020
Q3 | $234K | Hold |
28,015
| – | – | ﹤0.01% | 1136 |
|
|
2020
Q2 | $217K | Hold |
28,015
| – | – | ﹤0.01% | 1166 |
|
|
2020
Q1 | $163K | Sell |
28,015
-25,909
| -48% | -$151K | ﹤0.01% | 1114 |
|
|
2019
Q4 | $368K | Hold |
53,924
| – | – | ﹤0.01% | 1042 |
|
|
2019
Q3 | $277K | Hold |
53,924
| – | – | ﹤0.01% | 1198 |
|
|
2019
Q2 | $298K | Buy |
53,924
+1,178
| +2% | +$6.51K | ﹤0.01% | 1159 |
|
|
2019
Q1 | $302K | Buy |
+52,746
| New | +$302K | ﹤0.01% | 1194 |
|