Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
-13,300
| Closed | -$3.43M | – | 544 |
|
|
2020
Q2 | $3.43M | Buy |
13,300
+1,300
| +11% | +$336K | 0.13% | 171 |
|
|
2020
Q1 | $1.45M | Hold |
12,000
| – | – | 0.06% | 297 |
|
|
2019
Q4 | $1.79M | Hold |
12,000
| – | – | 0.06% | 319 |
|
|
2019
Q3 | $1.37M | Buy |
+12,000
| New | +$1.37M | 0.05% | 369 |
|