Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q4
Sell
-478
Closed -$70K 119
2021
Q3
$70K Buy
+478
New +$70K 0.02% 101
2019
Q2
Sell
-1,814
Closed -$315K 73
2019
Q1
$315K Sell
1,814
-54
-3% -$9.38K 0.13% 66
2018
Q4
$298K Sell
1,868
-7,208
-79% -$1.15M 0.15% 65
2018
Q3
$1.6M Buy
9,076
+31
+0.3% +$5.46K 0.63% 50
2018
Q2
$1.49M Buy
9,045
+209
+2% +$34.4K 0.64% 50
2018
Q1
$1.62M Buy
8,836
+7,485
+554% +$1.37M 0.72% 48
2017
Q4
$266K Buy
+1,351
New +$266K 0.12% 75