Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-224
| Closed | -$59K | – | 556 |
|
|
2021
Q3 | $59K | Hold |
224
| – | – | 0.02% | 246 |
|
|
2021
Q2 | $87K | Hold |
224
| – | – | 0.03% | 224 |
|
|
2021
Q1 | $72K | Buy |
224
+12
| +6% | +$3.86K | 0.03% | 214 |
|
|
2020
Q4 | $72K | Buy |
212
+16
| +8% | +$5.43K | 0.03% | 190 |
|
|
2020
Q3 | $92K | Buy |
196
+14
| +8% | +$6.57K | 0.04% | 171 |
|
|
2020
Q2 | $46K | Buy |
+182
| New | +$46K | 0.02% | 184 |
|