Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q2
Sell
-1,398
Closed -$48K 2882
2021
Q1
$48K Buy
+1,398
New +$48K ﹤0.01% 1653
2020
Q2
Sell
-1,780
Closed -$48K 2566
2020
Q1
$48K Sell
1,780
-100
-5% -$2.7K ﹤0.01% 1123
2019
Q4
$62K Hold
1,880
﹤0.01% 1147
2019
Q3
$79K Hold
1,880
﹤0.01% 981
2019
Q2
$93K Sell
1,880
-12
-0.6% -$594 0.01% 935
2019
Q1
$78K Sell
1,892
-400
-17% -$16.5K 0.01% 951
2018
Q4
$69K Sell
2,292
-1,500
-40% -$45.2K 0.01% 962
2018
Q3
$184K Buy
3,792
+12
+0.3% +$582 0.01% 670
2018
Q2
$206K Hold
3,780
0.02% 560
2018
Q1
$173K Buy
3,780
+200
+6% +$9.15K 0.02% 576
2017
Q4
$112K Sell
3,580
-309
-8% -$9.67K 0.01% 706
2017
Q3
$127K Buy
+3,889
New +$127K 0.01% 637