Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-3,057
| Closed | -$780K | – | 75 |
|
|
2021
Q1 | $780K | Sell |
3,057
-31
| -1% | -$7.91K | 0.35% | 25 |
|
|
2020
Q4 | $661K | Buy |
+3,088
| New | +$661K | 0.35% | 24 |
|
|
2020
Q3 | – | Sell |
-1,551
| Closed | -$284K | – | 38 |
|
|
2020
Q2 | $284K | Buy |
+1,551
| New | +$284K | 0.18% | 37 |
|