Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | – | Sell |
-1,161
| Closed | -$74K | – | 207 |
|
|
2020
Q3 | $74K | Sell |
1,161
-507
| -30% | -$32.3K | 0.01% | 110 |
|
|
2020
Q2 | $103K | Sell |
1,668
-34
| -2% | -$2.1K | 0.02% | 82 |
|
|
2020
Q1 | $77K | Sell |
1,702
-679
| -29% | -$30.7K | 0.03% | 83 |
|
|
2019
Q4 | $103K | Buy |
2,381
+933
| +64% | +$40.4K | 0.04% | 98 |
|
|
2019
Q3 | $55K | Buy |
1,448
+131
| +10% | +$4.98K | 0.01% | 112 |
|
|
2019
Q2 | $51K | Buy |
+1,317
| New | +$51K | ﹤0.01% | 113 |
|