Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | – | Sell |
-1,934
| Closed | -$495K | – | 553 |
|
|
2021
Q2 | $495K | Hold |
1,934
| – | – | 0.02% | 411 |
|
|
2021
Q1 | $519K | Buy |
1,934
+965
| +100% | +$259K | 0.02% | 462 |
|
|
2020
Q4 | $264K | Buy |
+969
| New | +$264K | 0.01% | 543 |
|
|
2018
Q4 | – | Sell |
-11,500
| Closed | -$2.62M | – | 508 |
|
|
2018
Q3 | $2.62M | Hold |
11,500
| – | – | 0.08% | 260 |
|
|
2018
Q2 | $2.42M | Buy |
+11,500
| New | +$2.42M | 0.08% | 272 |
|