Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q3
Sell
-5,460
Closed -$521K 197
2021
Q2
$521K Buy
+5,460
New +$521K 0.2% 32
2019
Q2
Sell
-256
Closed -$13K 267
2019
Q1
$13K Hold
256
﹤0.01% 416
2018
Q4
$11K Sell
256
-24
-9% -$1.03K ﹤0.01% 421
2018
Q3
$14K Hold
280
0.01% 425
2018
Q2
$13K Hold
280
0.01% 432
2018
Q1
$12K Buy
+280
New +$12K ﹤0.01% 465
2017
Q3
Sell
-280
Closed -$9K 248
2017
Q2
$9K Buy
+280
New +$9K ﹤0.01% 475