Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q4
Sell
-1,910
Closed -$275K 665
2021
Q3
$275K Hold
1,910
0.02% 582
2021
Q2
$223K Buy
+1,910
New +$223K 0.02% 675
2019
Q1
Sell
-10,513
Closed -$273K 704
2018
Q4
$273K Sell
10,513
-724
-6% -$18.8K 0.02% 562
2018
Q3
$231K Sell
11,237
-49,592
-82% -$1.02M 0.02% 646
2018
Q2
$1.07M Buy
+60,829
New +$1.07M 0.08% 231
2018
Q1
Sell
-37,936
Closed -$479K 832
2017
Q4
$479K Buy
37,936
+17,694
+87% +$223K 0.03% 498
2017
Q3
$195K Buy
+20,242
New +$195K 0.01% 844