Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q1
Sell
-1,700
Closed -$16K 296
2020
Q4
$16K Buy
+1,700
New +$16K 0.01% 320
2019
Q3
Sell
-12,768
Closed -$148K 139
2019
Q2
$148K Sell
12,768
-1,109
-8% -$12.9K 0.15% 135
2019
Q1
$168K Buy
+13,877
New +$168K 0.17% 127