Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | – | Sell |
-3,842
| Closed | -$15K | – | 1316 |
|
|
2020
Q3 | $15K | Buy |
+3,842
| New | +$15K | ﹤0.01% | 1263 |
|
|
2019
Q3 | – | Sell |
-30,752
| Closed | -$154K | – | 1337 |
|
|
2019
Q2 | $154K | Sell |
30,752
-18,209
| -37% | -$91.2K | ﹤0.01% | 1241 |
|
|
2019
Q1 | $280K | Buy |
+48,961
| New | +$280K | ﹤0.01% | 1214 |
|