Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q2
Sell
-5,037
Closed -$212K 212
2021
Q1
$212K Buy
5,037
+132
+3% +$5.56K 0.09% 188
2020
Q4
$225K Hold
4,905
0.1% 180
2020
Q3
$230K Buy
4,905
+411
+9% +$19.3K 0.11% 169
2020
Q2
$229K Buy
+4,494
New +$229K 0.14% 150
2019
Q3
Sell
-9,834
Closed -$492K 361
2019
Q2
$492K Buy
9,834
+4,360
+80% +$218K 0.17% 121
2019
Q1
$286K Buy
5,474
+1,200
+28% +$62.7K 0.16% 112
2018
Q4
$204K Buy
+4,274
New +$204K 0.13% 131