Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q3
Sell
-974
Closed -$141K 1476
2021
Q2
$141K Buy
974
+402
+70% +$58.2K 0.01% 317
2021
Q1
$75K Buy
572
+270
+89% +$35.4K 0.01% 389
2020
Q4
$36K Sell
302
-133
-31% -$15.9K 0.01% 527
2020
Q3
$41K Buy
435
+360
+480% +$33.9K 0.01% 414
2020
Q2
$7K Buy
+75
New +$7K ﹤0.01% 674
2020
Q1
Sell
-200
Closed -$20K 1176
2019
Q4
$20K Buy
+200
New +$20K 0.01% 414