Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-6,486
| Closed | -$223K | – | 582 |
|
|
2020
Q4 | $223K | Hold |
6,486
| – | – | 0.01% | 546 |
|
|
2020
Q3 | $210K | Hold |
6,486
| – | – | 0.01% | 513 |
|
|
2020
Q2 | $249K | Buy |
+6,486
| New | +$249K | 0.01% | 523 |
|
|
2020
Q1 | – | Sell |
-6,486
| Closed | -$215K | – | 513 |
|
|
2019
Q4 | $215K | Hold |
6,486
| – | – | 0.01% | 515 |
|
|
2019
Q3 | $277K | Buy |
+6,486
| New | +$277K | 0.01% | 508 |
|