Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | – | Sell |
-6,500
| Closed | -$492K | – | 555 |
|
|
2020
Q3 | $492K | Sell |
6,500
-500
| -7% | -$37.8K | 0.01% | 499 |
|
|
2020
Q2 | $581K | Hold |
7,000
| – | – | 0.02% | 490 |
|
|
2020
Q1 | $529K | Hold |
7,000
| – | – | 0.02% | 464 |
|
|
2019
Q4 | $651K | Hold |
7,000
| – | – | 0.02% | 480 |
|
|
2019
Q3 | $572K | Buy |
+7,000
| New | +$572K | 0.02% | 489 |
|