Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q1
Sell
-280
Closed -$6K 539
2020
Q4
$6K Hold
280
﹤0.01% 291
2020
Q3
$5K Sell
280
-9,724
-97% -$174K ﹤0.01% 307
2020
Q2
$233K Sell
10,004
-5,854
-37% -$136K 0.11% 89
2020
Q1
$387K Sell
15,858
-811
-5% -$19.8K 0.21% 68
2019
Q4
$629K Sell
16,669
-513
-3% -$19.4K 0.27% 66
2019
Q3
$653K Buy
17,182
+1,287
+8% +$48.9K 0.31% 60
2019
Q2
$652K Sell
15,895
-4,238
-21% -$174K 0.31% 69
2019
Q1
$866K Buy
20,133
+377
+2% +$16.2K 0.44% 50
2018
Q4
$726K Buy
+19,756
New +$726K 0.42% 53