Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q2
Sell
-230
Closed -$20K 3121
2021
Q1
$20K Buy
+230
New +$20K ﹤0.01% 2094
2018
Q3
Sell
-6,979
Closed -$140K 2455
2018
Q2
$140K Hold
6,979
0.01% 675
2018
Q1
$126K Sell
6,979
-10
-0.1% -$181 0.01% 674
2017
Q4
$79K Hold
6,989
0.01% 831
2017
Q3
$185K Buy
+6,989
New +$185K 0.02% 530