Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | – | Sell |
-1,608
| Closed | -$268K | – | 617 |
|
|
2020
Q3 | $268K | Buy |
+1,608
| New | +$268K | 0.01% | 530 |
|
|
2020
Q1 | – | Sell |
-1,160
| Closed | -$219K | – | 628 |
|
|
2019
Q4 | $219K | Buy |
+1,160
| New | +$219K | 0.01% | 578 |
|
|
2019
Q2 | – | Sell |
-1,370
| Closed | -$205K | – | 777 |
|
|
2019
Q1 | $205K | Sell |
1,370
-8,630
| -86% | -$1.29M | ﹤0.01% | 676 |
|
|
2018
Q4 | $994K | Hold |
10,000
| – | – | 0.02% | 382 |
|
|
2018
Q3 | $989K | Sell |
10,000
-3,800
| -28% | -$376K | 0.01% | 489 |
|
|
2018
Q2 | $1.17M | Buy |
+13,800
| New | +$1.17M | 0.02% | 473 |
|