Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q1
Sell
-209
Closed -$4K 238
2020
Q4
$4K Hold
209
﹤0.01% 293
2020
Q3
$4K Sell
209
-5,472
-96% -$105K ﹤0.01% 270
2020
Q2
$132K Sell
5,681
-4,210
-43% -$97.8K 0.07% 105
2020
Q1
$241K Sell
9,891
-334
-3% -$8.14K 0.15% 77
2019
Q4
$386K Sell
10,225
-7
-0.1% -$264 0.21% 61
2019
Q3
$378K Buy
10,232
+821
+9% +$30.3K 0.23% 59
2019
Q2
$386K Sell
9,411
-558
-6% -$22.9K 0.24% 62
2019
Q1
$429K Buy
9,969
+293
+3% +$12.6K 0.29% 59
2018
Q4
$356K Buy
+9,676
New +$356K 0.28% 64