Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | $461K | Sell |
113
-10
| -8% | -$40.8K | 1.12% | 22 |
|
|
2020
Q3 | $502K | Sell |
123
-39
| -24% | -$159K | 0.82% | 27 |
|
|
2020
Q2 | $528K | Sell |
162
-125
| -44% | -$407K | 0.56% | 40 |
|
|
2020
Q1 | $737K | Sell |
287
-2,259
| -89% | -$5.8M | 0.58% | 40 |
|
|
2019
Q4 | $9.7M | Sell |
2,546
-516
| -17% | -$1.97M | 2.3% | 13 |
|
|
2019
Q3 | $11.4M | Buy |
+3,062
| New | +$11.4M | 1.95% | 18 |
|