Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q2
Sell
-8,565
Closed -$200K 178
2021
Q1
$200K Sell
8,565
-1,676
-16% -$39.1K 0.02% 171
2020
Q4
$230K Sell
10,241
-1,622
-14% -$36.4K 0.02% 140
2020
Q3
$246K Sell
11,863
-8,290
-41% -$172K 0.03% 119
2020
Q2
$459K Buy
20,153
+153
+0.8% +$3.49K 0.07% 100
2020
Q1
$450K Sell
20,000
-1,568
-7% -$35.3K 0.08% 99
2019
Q4
$619K Buy
21,568
+3,987
+23% +$114K 0.13% 89
2019
Q3
$520K Buy
17,581
+3,184
+22% +$94.2K 0.12% 97
2019
Q2
$376K Sell
14,397
-395
-3% -$10.3K 0.11% 102
2019
Q1
$351K Buy
14,792
+3,476
+31% +$82.5K 0.11% 108
2018
Q4
$244K Buy
+11,316
New +$244K 0.12% 104