Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q1
Sell
-84
Closed -$22K 471
2020
Q4
$22K Sell
84
-8
-9% -$2.1K ﹤0.01% 397
2020
Q3
$22K Sell
92
-698
-88% -$167K ﹤0.01% 431
2020
Q2
$168K Sell
790
-173
-18% -$36.8K 0.02% 361
2020
Q1
$167K Buy
963
+11
+1% +$1.91K 0.02% 380
2019
Q4
$203K Sell
952
-2,760
-74% -$589K 0.04% 391
2019
Q3
$719K Buy
3,712
+866
+30% +$168K 0.17% 129
2019
Q2
$571K Buy
2,846
+1,625
+133% +$326K 0.12% 154
2019
Q1
$215K Sell
1,221
-9,631
-89% -$1.7M 0.05% 303
2018
Q4
$1.69M Buy
+10,852
New +$1.69M 0.23% 100