Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | – | Sell |
-14,277
| Closed | -$221K | – | 479 |
|
|
2021
Q2 | $221K | Hold |
14,277
| – | – | 0.01% | 575 |
|
|
2021
Q1 | $292K | Hold |
14,277
| – | – | 0.01% | 560 |
|
|
2020
Q4 | $275K | Hold |
14,277
| – | – | 0.01% | 539 |
|
|
2020
Q3 | $211K | Hold |
14,277
| – | – | 0.01% | 512 |
|
|
2020
Q2 | $192K | Hold |
14,277
| – | – | 0.01% | 525 |
|
|
2020
Q1 | $144K | Hold |
14,277
| – | – | 0.01% | 501 |
|
|
2019
Q4 | $168K | Hold |
14,277
| – | – | 0.01% | 518 |
|
|
2019
Q3 | $182K | Buy |
+14,277
| New | +$182K | 0.01% | 515 |
|