Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
-52,598
| Closed | -$443K | – | 533 |
|
|
2020
Q2 | $443K | Hold |
52,598
| – | – | 0.02% | 510 |
|
|
2020
Q1 | $430K | Hold |
52,598
| – | – | 0.02% | 478 |
|
|
2019
Q4 | $594K | Buy |
+52,598
| New | +$594K | 0.02% | 487 |
|
|
2017
Q1 | – | Sell |
-65,747
| Closed | -$719K | – | 423 |
|
|
2016
Q4 | $719K | Buy |
+65,747
| New | +$719K | 0.03% | 419 |
|