Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
-3,918
| Closed | -$196K | – | 493 |
|
|
2020
Q2 | $196K | Buy |
+3,918
| New | +$196K | 0.14% | 51 |
|
|
2019
Q4 | $26K | Hold |
490
| – | – | 0.01% | 402 |
|
|
2019
Q3 | $25K | Sell |
490
-5,938
| -92% | -$303K | 0.02% | 393 |
|
|
2019
Q2 | $351K | Buy |
+6,428
| New | +$351K | 0.29% | 126 |
|
|
2018
Q2 | – | Sell |
-2,170
| Closed | -$108K | – | 473 |
|
|
2018
Q1 | $108K | Sell |
2,170
-1,748
| -45% | -$87K | 0.14% | 359 |
|
|
2017
Q4 | $196K | Buy |
+3,918
| New | +$196K | 0.14% | 51 |
|