Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-3,045
| Closed | -$70K | – | 164 |
|
|
2021
Q1 | $70K | Hold |
3,045
| – | – | 0.03% | 89 |
|
|
2020
Q4 | $66K | Buy |
3,045
+132
| +5% | +$2.86K | 0.03% | 94 |
|
|
2020
Q3 | $63K | Buy |
2,913
+80
| +3% | +$1.73K | 0.03% | 84 |
|
|
2020
Q2 | $65K | Buy |
+2,833
| New | +$65K | 0.04% | 81 |
|
|
2020
Q1 | – | Sell |
-474
| Closed | -$14K | – | 210 |
|
|
2019
Q4 | $14K | Buy |
+474
| New | +$14K | 0.01% | 160 |
|