Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q1
Sell
-285
Closed -$70K 223
2020
Q4
$70K Hold
285
0.06% 98
2020
Q3
$81K Sell
285
-17
-6% -$4.83K 0.08% 83
2020
Q2
$81K Sell
302
-779
-72% -$209K 0.08% 91
2020
Q1
$342K Sell
1,081
-44
-4% -$13.9K 0.23% 48
2019
Q4
$334K Hold
1,125
0.2% 69
2019
Q3
$262K Buy
+1,125
New +$262K 0.12% 83
2018
Q4
Sell
-78
Closed -$28K 302
2018
Q3
$28K Hold
78
0.02% 233
2018
Q2
$23K Buy
+78
New +$23K 0.01% 237