Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q3
Sell
-1,889
Closed -$67K 643
2021
Q2
$67K Buy
1,889
+238
+14% +$8.44K ﹤0.01% 382
2021
Q1
$62K Buy
+1,651
New +$62K ﹤0.01% 270
2020
Q1
Sell
-1,280
Closed -$20K 591
2019
Q4
$20K Buy
+1,280
New +$20K ﹤0.01% 251
2019
Q2
Hold
0
393
2019
Q1
Hold
0
332