Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-2,278
| Closed | -$202K | – | 402 |
|
|
2021
Q3 | $202K | Buy |
2,278
+75
| +3% | +$6.65K | 0.04% | 362 |
|
|
2021
Q2 | $270K | Buy |
2,203
+524
| +31% | +$64.2K | 0.06% | 245 |
|
|
2021
Q1 | $221K | Buy |
1,679
+55
| +3% | +$7.24K | 0.06% | 266 |
|
|
2020
Q4 | $221K | Buy |
+1,624
| New | +$221K | 0.07% | 202 |
|