Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
-343
| Closed | -$18K | – | 203 |
|
|
2020
Q2 | $18K | Sell |
343
-4,203
| -92% | -$221K | ﹤0.01% | 132 |
|
|
2020
Q1 | $191K | Sell |
4,546
-3,458
| -43% | -$145K | 0.07% | 57 |
|
|
2019
Q4 | $639K | Buy |
8,004
+2,239
| +39% | +$179K | 0.22% | 31 |
|
|
2019
Q3 | $398K | Buy |
5,765
+1,206
| +26% | +$83.3K | 0.05% | 40 |
|
|
2019
Q2 | $319K | Hold |
4,559
| – | – | 0.03% | 38 |
|
|
2019
Q1 | $284K | Buy |
4,559
+1,360
| +43% | +$84.7K | 0.15% | 26 |
|
|
2018
Q4 | $167K | Buy |
+3,199
| New | +$167K | 0.08% | 40 |
|