Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q2
Sell
-74
Closed -$15K 585
2021
Q1
$15K Hold
74
0.01% 361
2020
Q4
$13K Sell
74
-51
-41% -$8.96K 0.01% 359
2020
Q3
$15K Sell
125
-89
-42% -$10.7K 0.01% 319
2020
Q2
$23K Sell
214
-276
-56% -$29.7K 0.02% 293
2020
Q1
$19K Buy
+490
New +$19K 0.02% 242
2018
Q3
Sell
-4,730
Closed -$200K 408
2018
Q2
$200K Buy
4,730
+1,750
+59% +$74K 0.19% 138
2018
Q1
$84K Buy
+2,980
New +$84K 0.08% 204