Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
-34,281
| Closed | -$610 | – | 428 |
|
|
2020
Q1 | $610 | Buy |
34,281
+4,023
| +13% | +$72 | 0.02% | 203 |
|
|
2019
Q4 | $639K | Sell |
30,258
-1,000
| -3% | -$21.1K | 0.11% | 189 |
|
|
2019
Q3 | $504K | Buy |
31,258
+1,550
| +5% | +$25K | 0.09% | 205 |
|
|
2019
Q2 | $613K | Buy |
29,708
+15,173
| +104% | +$313K | 0.12% | 168 |
|
|
2019
Q1 | $348K | Buy |
14,535
+185
| +1% | +$4.43K | 0.08% | 247 |
|
|
2018
Q4 | $213K | Buy |
14,350
+515
| +4% | +$7.64K | 0.05% | 288 |
|
|
2018
Q3 | $375K | Buy |
+13,835
| New | +$375K | 0.08% | 224 |
|