Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q3
Sell
-740
Closed -$36K 905
2021
Q2
$36K Buy
740
+44
+6% +$2.14K 0.01% 767
2021
Q1
$30K Buy
+696
New +$30K 0.01% 632
2020
Q4
Sell
-824
Closed -$23K 1167
2020
Q3
$23K Sell
824
-717
-47% -$20K 0.02% 567
2020
Q2
$42K Buy
+1,541
New +$42K 0.01% 675
2020
Q1
Sell
-5,516
Closed -$191K 1395
2019
Q4
$191K Buy
+5,516
New +$191K 0.02% 629