Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | $127K | Sell |
2,618
-3,082
| -54% | -$150K | 0.31% | 66 |
|
|
2020
Q3 | $192K | Hold |
5,700
| – | – | 0.31% | 60 |
|
|
2020
Q2 | $258K | Sell |
5,700
-2,000
| -26% | -$90.5K | 0.27% | 67 |
|
|
2020
Q1 | $286K | Sell |
7,700
-12,900
| -63% | -$479K | 0.23% | 98 |
|
|
2019
Q4 | $1.51M | Sell |
20,600
-2,000
| -9% | -$147K | 0.36% | 60 |
|
|
2019
Q3 | $1.86M | Sell |
22,600
-6,750
| -23% | -$554K | 0.32% | 62 |
|
|
2019
Q2 | $2.37M | Buy |
29,350
+7,050
| +32% | +$570K | 0.2% | 73 |
|
|
2019
Q1 | $1.54M | Sell |
22,300
-2,700
| -11% | -$187K | 0.19% | 57 |
|
|
2018
Q4 | $1.42M | Buy |
+25,000
| New | +$1.42M | 0.16% | 67 |
|