Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | – | Sell |
-13,300
| Closed | -$109K | – | 423 |
|
|
2020
Q3 | $109K | Sell |
13,300
-9,000
| -40% | -$73.8K | ﹤0.01% | 596 |
|
|
2020
Q2 | $96K | Hold |
22,300
| – | – | ﹤0.01% | 529 |
|
|
2020
Q1 | $96K | Hold |
22,300
| – | – | ﹤0.01% | 528 |
|
|
2019
Q4 | $173K | Buy |
22,300
+3,200
| +17% | +$24.8K | ﹤0.01% | 592 |
|
|
2019
Q3 | $120K | Hold |
19,100
| – | – | ﹤0.01% | 649 |
|
|
2019
Q2 | $117K | Sell |
19,100
-11,500
| -38% | -$70.4K | ﹤0.01% | 673 |
|
|
2019
Q1 | $196K | Buy |
+30,600
| New | +$196K | ﹤0.01% | 680 |
|