Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-1,895
| Closed | -$79K | – | 1339 |
|
|
2020
Q4 | $79K | Buy |
1,895
+215
| +13% | +$8.96K | ﹤0.01% | 1206 |
|
|
2020
Q3 | $58K | Buy |
+1,680
| New | +$58K | ﹤0.01% | 1215 |
|
|
2019
Q2 | – | Sell |
-7,262
| Closed | -$404K | – | 1361 |
|
|
2019
Q1 | $404K | Buy |
+7,262
| New | +$404K | ﹤0.01% | 1136 |
|