Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q2
Sell
-1,233
Closed -$30K 263
2021
Q1
$30K Buy
+1,233
New +$30K 0.01% 422
2020
Q2
$47K Buy
2,012
+14
+0.7% +$327 0.02% 314
2020
Q1
$49K Buy
1,998
+725
+57% +$17.8K 0.02% 280
2019
Q4
$48K Hold
1,273
0.02% 321
2019
Q3
$48K Buy
1,273
+250
+24% +$9.43K 0.02% 324
2019
Q2
$42K Sell
1,023
-228
-18% -$9.36K 0.02% 345
2019
Q1
$54K Sell
1,251
-18
-1% -$777 0.02% 285
2018
Q4
$47K Sell
1,269
-19
-1% -$704 0.02% 282
2018
Q3
$57K Sell
1,288
-18
-1% -$797 0.03% 277
2018
Q2
$56K Sell
1,306
-17
-1% -$729 0.03% 264
2018
Q1
$49K Sell
1,323
-20
-1% -$741 0.03% 273
2017
Q4
$51K Buy
+1,343
New +$51K 0.04% 233