Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q3
Sell
-15,629
Closed -$356K 10
2021
Q2
$356K Buy
15,629
+1,829
+13% +$41.7K 8.37% 6
2021
Q1
$240K Buy
+13,800
New +$240K 10.27% 5
2020
Q3
Sell
-2,678
Closed -$36K 10
2020
Q2
$36K Buy
+2,678
New +$36K 16.59% 5
2019
Q3
Sell
-2,678
Closed -$34K 11
2019
Q2
$34K Hold
2,678
10.63% 7
2019
Q1
$35K Buy
+2,678
New +$35K 5.98% 4