Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q2
Sell
-1,076
Closed -$49K 463
2021
Q1
$49K Sell
1,076
-2,048
-66% -$93.3K 0.01% 639
2020
Q4
$134K Sell
3,124
-180
-5% -$7.72K 0.03% 379
2020
Q3
$137K Hold
3,304
0.04% 341
2020
Q2
$138K Sell
3,304
-189
-5% -$7.89K 0.05% 290
2020
Q1
$143K Buy
3,493
+962
+38% +$39.4K 0.06% 258
2019
Q4
$117K Buy
+2,531
New +$117K 0.05% 322