Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | $197K | Buy |
17,468
+2,596
| +17% | +$29.3K | 0.48% | 52 |
|
|
2020
Q3 | $85K | Hold |
14,872
| – | – | 0.14% | 74 |
|
|
2020
Q2 | $102K | Sell |
14,872
-10,065
| -40% | -$69K | 0.11% | 113 |
|
|
2020
Q1 | $122K | Sell |
24,937
-22,927
| -48% | -$112K | 0.1% | 138 |
|
|
2019
Q4 | $813K | Sell |
47,864
-10,065
| -17% | -$171K | 0.19% | 69 |
|
|
2019
Q3 | $899K | Sell |
57,929
-79,675
| -58% | -$1.24M | 0.15% | 74 |
|
|
2019
Q2 | $1.68M | Buy |
137,604
+22,540
| +20% | +$275K | 0.14% | 80 |
|
|
2019
Q1 | $1.4M | Buy |
+115,064
| New | +$1.4M | 0.17% | 59 |
|