Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | – | Sell |
-6,055
| Closed | -$293K | – | 202 |
|
|
2021
Q2 | $293K | Sell |
6,055
-344
| -5% | -$16.6K | 0.05% | 164 |
|
|
2021
Q1 | $308K | Sell |
6,399
-4,033
| -39% | -$194K | 0.05% | 142 |
|
|
2020
Q4 | $430K | Buy |
10,432
+2,414
| +30% | +$99.5K | 0.08% | 126 |
|
|
2020
Q3 | $236K | Buy |
+8,018
| New | +$236K | 0.06% | 142 |
|