Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q1
Hold
0
302
2020
Q4
Sell
-2,471
Closed -$116K 437
2020
Q3
$116K Sell
2,471
-1,759
-42% -$82.6K 0.06% 108
2020
Q2
$216K Sell
4,230
-1,056
-20% -$53.9K 0.12% 86
2020
Q1
$250K Sell
5,286
-946
-15% -$44.7K 0.15% 76
2019
Q4
$366K Buy
6,232
+21
+0.3% +$1.23K 0.2% 67
2019
Q3
$328K Sell
6,211
-157
-2% -$8.29K 0.2% 66
2019
Q2
$319K Sell
6,368
-286
-4% -$14.3K 0.2% 76
2019
Q1
$348K Sell
6,654
-310
-4% -$16.2K 0.24% 67
2018
Q4
$333K Buy
+6,964
New +$333K 0.27% 66