Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q2
Sell
-2,910
Closed -$206K 199
2021
Q1
$206K Sell
2,910
-500
-15% -$35.4K 0.03% 191
2020
Q4
$241K Sell
3,410
-67
-2% -$4.74K 0.04% 196
2020
Q3
$222K Buy
+3,477
New +$222K 0.04% 169
2020
Q1
Sell
-3,477
Closed -$222K 190
2019
Q4
$222K Buy
+3,477
New +$222K 0.04% 181
2019
Q3
Sell
-3,477
Closed -$237K 227
2019
Q2
$237K Hold
3,477
0.02% 196
2019
Q1
$244K Buy
+3,477
New +$244K 0.02% 209
2018
Q4
Sell
-3,477
Closed -$245K 234
2018
Q3
$245K Hold
3,477
0.02% 224
2018
Q2
$224K Hold
3,477
0.02% 222
2018
Q1
$226K Hold
3,477
0.02% 225
2017
Q4
$211K Buy
+3,477
New +$211K 0.02% 239