Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q3
Sell
-75
Closed -$18K 620
2021
Q2
$18K Buy
+75
New +$18K ﹤0.01% 527
2020
Q4
Sell
-258
Closed -$55K 439
2020
Q3
$55K Buy
258
+59
+30% +$12.6K ﹤0.01% 214
2020
Q2
$40K Buy
+199
New +$40K ﹤0.01% 203
2019
Q4
Sell
-52
Closed -$5K 585
2019
Q3
$5K Sell
52
-100
-66% -$9.62K ﹤0.01% 356
2019
Q2
$19K Buy
+152
New +$19K ﹤0.01% 206