Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q2
Sell
-22,696
Closed -$276K 118
2021
Q1
$276K Buy
22,696
+11,848
+109% +$144K 0.1% 105
2020
Q4
$101K Sell
10,848
-15,085
-58% -$140K 0.08% 107
2020
Q3
$182K Buy
25,933
+1,860
+8% +$13.1K 0.15% 86
2020
Q2
$147K Buy
+24,073
New +$147K 0.14% 85
2018
Q4
Sell
-8,749
Closed -$79K 206
2018
Q3
$79K Buy
8,749
+5,493
+169% +$49.6K 0.07% 126
2018
Q2
$36K Buy
3,256
+222
+7% +$2.46K 0.04% 184
2018
Q1
$34K Buy
+3,034
New +$34K 0.03% 192