Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q1
Sell
-288
Closed -$24K 507
2020
Q4
$24K Buy
288
+90
+45% +$7.5K ﹤0.01% 378
2020
Q3
$14K Sell
198
-178
-47% -$12.6K ﹤0.01% 463
2020
Q2
$24K Buy
+376
New +$24K ﹤0.01% 450
2020
Q1
Sell
-150
Closed -$7K 660
2019
Q4
$7K Buy
+150
New +$7K ﹤0.01% 518
2019
Q3
Sell
-142
Closed -$5K 704
2019
Q2
$5K Sell
142
-528
-79% -$18.6K ﹤0.01% 586
2019
Q1
$21K Buy
670
+562
+520% +$17.6K ﹤0.01% 444
2018
Q4
$3K Buy
+108
New +$3K ﹤0.01% 661