Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-25,513
| Closed | -$520K | – | 1577 |
|
|
2021
Q3 | $520K | Buy |
+25,513
| New | +$520K | 0.02% | 565 |
|
|
2021
Q1 | – | Sell |
-55,563
| Closed | -$1.21M | – | 1042 |
|
|
2020
Q4 | $1.21M | Sell |
55,563
-84,251
| -60% | -$1.83M | 0.04% | 300 |
|
|
2020
Q3 | $3.01M | Buy |
+139,814
| New | +$3.01M | 0.4% | 49 |
|