Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q1
$60K Sell
1,357
-9
-0.7% -$398 0.05% 157
2020
Q4
$52K Sell
1,366
-568
-29% -$21.6K 0.05% 147
2020
Q3
$64K Buy
1,934
+417
+27% +$13.8K 0.01% 629
2020
Q2
$56K Buy
1,517
+179
+13% +$6.61K 0.01% 661
2020
Q1
$49K Buy
1,338
+58
+5% +$2.12K 0.01% 527
2019
Q4
$60K Buy
1,280
+257
+25% +$12K 0.02% 565
2019
Q3
$49K Sell
1,023
-15
-1% -$718 0.02% 561
2019
Q2
$47K Buy
1,038
+518
+100% +$23.5K 0.02% 561
2019
Q1
$24K Buy
520
+10
+2% +$462 0.01% 278
2018
Q4
$20K Buy
510
+23
+5% +$902 0.01% 284
2018
Q3
$20K Buy
487
+27
+6% +$1.11K 0.01% 227
2018
Q2
$17K Buy
+460
New +$17K 0.01% 237