Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | – | Sell |
-3,142
| Closed | -$453K | – | 566 |
|
|
2021
Q2 | $453K | Hold |
3,142
| – | – | 0.02% | 438 |
|
|
2021
Q1 | $417K | Hold |
3,142
| – | – | 0.01% | 518 |
|
|
2020
Q4 | $451K | Buy |
+3,142
| New | +$451K | 0.01% | 510 |
|
|
2017
Q3 | – | Sell |
-18,419
| Closed | -$512K | – | 435 |
|
|
2017
Q2 | $512K | Buy |
+18,419
| New | +$512K | 0.02% | 387 |
|