Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
-284
| Closed | -$62K | – | 205 |
|
|
2020
Q2 | $62K | Sell |
284
-8
| -3% | -$1.75K | 0.01% | 93 |
|
|
2020
Q1 | $51K | Sell |
292
-156
| -35% | -$27.2K | 0.02% | 97 |
|
|
2019
Q4 | $69K | Buy |
448
+110
| +33% | +$16.9K | 0.02% | 105 |
|
|
2019
Q3 | $51K | Buy |
338
+30
| +10% | +$4.53K | 0.01% | 114 |
|
|
2019
Q2 | $47K | Buy |
+308
| New | +$47K | ﹤0.01% | 117 |
|