Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-3,133
| Closed | -$241K | – | 712 |
|
|
2020
Q4 | $241K | Buy |
+3,133
| New | +$241K | 0.01% | 497 |
|
|
2018
Q3 | – | Sell |
-12,050
| Closed | -$630K | – | 545 |
|
|
2018
Q2 | $630K | Buy |
12,050
+700
| +6% | +$36.6K | 0.04% | 297 |
|
|
2018
Q1 | $556K | Hold |
11,350
| – | – | 0.04% | 300 |
|
|
2017
Q4 | $606K | Buy |
+11,350
| New | +$606K | 0.04% | 291 |
|