Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | – | Sell |
-1,139,382
| Closed | -$2.68M | – | 468 |
|
|
2020
Q3 | $2.68M | Sell |
1,139,382
-1,079,742
| -49% | -$2.54M | 0.11% | 117 |
|
|
2020
Q2 | $3.67M | Hold |
2,219,124
| – | – | 0.23% | 88 |
|
|
2020
Q1 | $3.44M | Hold |
2,219,124
| – | – | 0.23% | 85 |
|
|
2019
Q4 | $4.16M | Buy |
2,219,124
+1,438,654
| +184% | +$2.7M | 0.32% | 64 |
|
|
2019
Q3 | $1.42M | Buy |
+780,470
| New | +$1.42M | 0.1% | 140 |
|