Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-299
| Closed | -$38K | – | 1111 |
|
|
2021
Q4 | $38K | Buy |
+299
| New | +$38K | ﹤0.01% | 1002 |
|
|
2020
Q1 | – | Sell |
-9,150
| Closed | -$800K | – | 915 |
|
|
2019
Q4 | $800K | Hold |
9,150
| – | – | ﹤0.01% | 529 |
|
|
2019
Q3 | $805K | Buy |
+9,150
| New | +$805K | ﹤0.01% | 531 |
|