Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
-11,245
| Closed | -$177K | – | 333 |
|
|
2020
Q1 | $177K | Buy |
+11,245
| New | +$177K | 0.04% | 291 |
|
|
2019
Q1 | – | Sell |
-102
| Closed | -$2K | – | 501 |
|
|
2018
Q4 | $2K | Hold |
102
| – | – | ﹤0.01% | 425 |
|
|
2018
Q3 | $2K | Buy |
+102
| New | +$2K | ﹤0.01% | 426 |
|