Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | – | Sell |
-12
| Closed | -$1K | – | 430 |
|
|
2021
Q2 | $1K | Sell |
12
-403
| -97% | -$33.6K | ﹤0.01% | 433 |
|
|
2021
Q1 | $39K | Hold |
415
| – | – | ﹤0.01% | 373 |
|
|
2020
Q4 | $38K | Hold |
415
| – | – | ﹤0.01% | 373 |
|
|
2020
Q3 | $30K | Buy |
+415
| New | +$30K | ﹤0.01% | 379 |
|
|
2018
Q3 | – | Sell |
-21,013
| Closed | -$2.17M | – | 137 |
|
|
2018
Q2 | $2.17M | Buy |
21,013
+1
| +0% | +$103 | 0.09% | 110 |
|
|
2018
Q1 | $2.21M | Buy |
+21,012
| New | +$2.21M | 0.09% | 119 |
|