Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q2
Sell
-11,112
Closed -$164K 777
2021
Q1
$164K Buy
11,112
+498
+5% +$7.35K 0.01% 752
2020
Q4
$128K Buy
+10,614
New +$128K 0.01% 715
2020
Q3
Sell
-19,987
Closed -$161K 743
2020
Q2
$161K Buy
+19,987
New +$161K 0.02% 704
2019
Q2
Sell
-14,968
Closed -$321K 703
2019
Q1
$321K Sell
14,968
-7,557
-34% -$162K 0.04% 509
2018
Q4
$488K Sell
22,525
-2,617
-10% -$56.7K 0.04% 330
2018
Q3
$619K Buy
+25,142
New +$619K 0.05% 296