Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q3
Sell
-31
Closed -$5K 232
2021
Q2
$5K Buy
+31
New +$5K ﹤0.01% 205
2019
Q4
Sell
-209
Closed -$29K 481
2019
Q3
$29K Hold
209
0.02% 201
2019
Q2
$30K Hold
209
0.02% 194
2019
Q1
$36K Hold
209
0.02% 197
2018
Q4
$33K Sell
209
-158
-43% -$24.9K 0.02% 201
2018
Q3
$65K Buy
367
+158
+76% +$28K 0.03% 171
2018
Q2
$34K Sell
209
-90
-30% -$14.6K 0.02% 202
2018
Q1
$55K Hold
299
0.03% 178
2017
Q4
$59K Sell
299
-60
-17% -$11.8K 0.03% 178
2017
Q3
$63K Hold
359
0.03% 174
2017
Q2
$62K Buy
+359
New +$62K 0.03% 196