Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | – | Sell |
-6,150
| Closed | -$255K | – | 262 |
|
|
2020
Q3 | $255K | Sell |
6,150
-2,107
| -26% | -$87.4K | 0.11% | 272 |
|
|
2020
Q2 | $345K | Sell |
8,257
-13,103
| -61% | -$547K | 0.19% | 207 |
|
|
2020
Q1 | $873K | Buy |
21,360
+4,895
| +30% | +$200K | 0.2% | 200 |
|
|
2019
Q4 | $763K | Buy |
16,465
+8,513
| +107% | +$394K | 0.13% | 222 |
|
|
2019
Q3 | $385K | Buy |
7,952
+6,680
| +525% | +$323K | 0.07% | 267 |
|
|
2019
Q2 | $58K | Buy |
+1,272
| New | +$58K | 0.01% | 365 |
|