Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-755
| Closed | -$169K | – | 185 |
|
|
2021
Q3 | $169K | Buy |
755
+67
| +10% | +$15K | 0.02% | 150 |
|
|
2021
Q2 | $167K | Hold |
688
| – | – | 0.02% | 152 |
|
|
2021
Q1 | $178K | Buy |
688
+113
| +20% | +$29.2K | 0.02% | 143 |
|
|
2020
Q4 | $130K | Buy |
+575
| New | +$130K | 0.02% | 136 |
|