Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q1
Sell
-600
Closed -$12K 216
2020
Q4
$12K Hold
600
0.01% 252
2020
Q3
$10K Hold
600
0.01% 231
2020
Q2
$14K Hold
600
0.01% 204
2020
Q1
$15K Hold
600
0.01% 170
2019
Q4
$23K Buy
+600
New +$23K 0.02% 183
2019
Q3
Sell
-8,435
Closed -$346K 141
2019
Q2
$346K Sell
8,435
-12,721
-60% -$522K 0.17% 126
2019
Q1
$910K Sell
21,156
-615
-3% -$26.5K 0.36% 85
2018
Q4
$800K Sell
21,771
-894
-4% -$32.9K 0.37% 80
2018
Q3
$998K Sell
22,665
-2,909
-11% -$128K 0.39% 67
2018
Q2
$1.1M Buy
+25,574
New +$1.1M 0.42% 69