Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-30,828
| Closed | -$217K | – | 2856 |
|
|
2021
Q3 | $217K | Hold |
30,828
| – | – | ﹤0.01% | 2681 |
|
|
2021
Q2 | $419K | Buy |
30,828
+1,616
| +6% | +$22K | ﹤0.01% | 2584 |
|
|
2021
Q1 | $280K | Sell |
29,212
-4,300
| -13% | -$41.2K | ﹤0.01% | 2499 |
|
|
2020
Q4 | $357K | Buy |
33,512
+1,112
| +3% | +$11.8K | ﹤0.01% | 2383 |
|
|
2020
Q3 | $322K | Buy |
32,400
+18,800
| +138% | +$187K | ﹤0.01% | 2288 |
|
|
2020
Q2 | $138K | Buy |
+13,600
| New | +$138K | ﹤0.01% | 2433 |
|