Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q1
Sell
-95
Closed -$2K 397
2020
Q4
$2K Buy
+95
New +$2K ﹤0.01% 449
2019
Q3
Sell
-24,485
Closed -$257K 150
2019
Q2
$257K Sell
24,485
-2,045
-8% -$21.5K 0.26% 86
2019
Q1
$224K Sell
26,530
-200
-0.7% -$1.69K 0.23% 102
2018
Q4
$258K Buy
+26,730
New +$258K 0.31% 70