Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q1
Sell
-390
Closed -$83K 245
2020
Q4
$83K Buy
390
+98
+34% +$20.9K 0.05% 194
2020
Q3
$50K Buy
+292
New +$50K 0.04% 206
2019
Q2
Sell
-4,930
Closed -$513K 202
2019
Q1
$513K Sell
4,930
-8,040
-62% -$837K 0.2% 122
2018
Q4
$1.48M Sell
12,970
-4,750
-27% -$541K 0.69% 53
2018
Q3
$2.04M Buy
+17,720
New +$2.04M 0.8% 44