Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | $635K | Sell |
1,640
-230
| -12% | -$89.1K | 0.04% | 362 |
|
|
2021
Q1 | $601K | Sell |
1,870
-30
| -2% | -$9.64K | 0.04% | 358 |
|
|
2020
Q4 | $641K | Sell |
1,900
-690
| -27% | -$233K | 0.05% | 293 |
|
|
2020
Q3 | $1.22M | Sell |
2,590
-1,290
| -33% | -$607K | 0.1% | 189 |
|
|
2020
Q2 | $984K | Sell |
3,880
-1,320
| -25% | -$335K | 0.09% | 207 |
|
|
2020
Q1 | $760K | Buy |
+5,200
| New | +$760K | 0.09% | 222 |
|