Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q2
Sell
-3,504
Closed -$157K 591
2021
Q1
$157K Hold
3,504
0.03% 386
2020
Q4
$130K Hold
3,504
0.03% 385
2020
Q3
$120K Buy
3,504
+166
+5% +$5.69K 0.03% 369
2020
Q2
$93K Sell
3,338
-255
-7% -$7.11K 0.04% 374
2020
Q1
$72K Sell
3,593
-590
-14% -$11.8K 0.03% 389
2019
Q4
$109K Buy
+4,183
New +$109K 0.04% 339