Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-18,520
| Closed | -$286K | – | 219 |
|
|
2021
Q3 | $286K | Buy |
18,520
+1,210
| +7% | +$18.7K | 0.05% | 168 |
|
|
2021
Q2 | $282K | Buy |
17,310
+4,304
| +33% | +$70.1K | 0.05% | 167 |
|
|
2021
Q1 | $246K | Buy |
+13,006
| New | +$246K | 0.04% | 173 |
|
|
2019
Q2 | – | Sell |
-11,169
| Closed | -$208K | – | 85 |
|
|
2019
Q1 | $208K | Buy |
+11,169
| New | +$208K | 0.1% | 71 |
|