Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | – | Sell |
-5,800
| Closed | -$287K | – | 1331 |
|
|
2021
Q2 | $287K | Sell |
5,800
-13,000
| -69% | -$643K | ﹤0.01% | 1175 |
|
|
2021
Q1 | $743K | Buy |
18,800
+3,200
| +21% | +$126K | ﹤0.01% | 1026 |
|
|
2020
Q4 | $600K | Buy |
+15,600
| New | +$600K | ﹤0.01% | 1045 |
|
|
2014
Q2 | – | Sell |
-2,600
| Closed | -$69K | – | 1437 |
|
|
2014
Q1 | $69K | Buy |
+2,600
| New | +$69K | ﹤0.01% | 1312 |
|