Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q2
Sell
-276
Closed -$45K 527
2021
Q1
$45K Buy
+276
New +$45K 0.01% 367
2020
Q2
$97K Sell
745
-263
-26% -$34.2K 0.03% 234
2020
Q1
$115K Buy
1,008
+123
+14% +$14K 0.05% 199
2019
Q4
$131K Buy
885
+1
+0.1% +$148 0.04% 214
2019
Q3
$122K Buy
884
+19
+2% +$2.62K 0.04% 219
2019
Q2
$125K Sell
865
-106
-11% -$15.3K 0.05% 212
2019
Q1
$169K Buy
971
+450
+86% +$78.3K 0.07% 172
2018
Q4
$83K Sell
521
-154
-23% -$24.5K 0.04% 217
2018
Q3
$119K Buy
675
+36
+6% +$6.35K 0.06% 193
2018
Q2
$111K Buy
639
+85
+15% +$14.8K 0.06% 190
2018
Q1
$101K Buy
554
+70
+14% +$12.8K 0.06% 191
2017
Q4
$95K Buy
+484
New +$95K 0.07% 164