Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q3
Sell
-10,292
Closed -$70K 157
2021
Q2
$70K Sell
10,292
-4,163
-29% -$28.3K 0.05% 141
2021
Q1
$90K Sell
14,455
-650
-4% -$4.05K 0.07% 142
2020
Q4
$79K Sell
15,105
-205,963
-93% -$1.08M 0.07% 143
2020
Q3
$993K Buy
221,068
+34,261
+18% +$154K 1.03% 27
2020
Q2
$936K Buy
+186,807
New +$936K 1% 25