Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q2
Sell
-500
Closed -$22.3K 420
2021
Q1
$22.3K Buy
+500
New +$22.3K 0.01% 519
2020
Q1
Sell
-3,180
Closed -$187K 361
2019
Q4
$187K Sell
3,180
-2,078
-40% -$122K 0.1% 155
2019
Q3
$278K Sell
5,258
-861
-14% -$45.5K 0.17% 133
2019
Q2
$313K Sell
6,119
-87
-1% -$4.45K 0.18% 130
2019
Q1
$325K Buy
+6,206
New +$325K 0.19% 135