Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q1
Sell
-1,737
Closed -$376K 281
2020
Q4
$376K Sell
1,737
-279
-14% -$60.4K 0.02% 206
2020
Q3
$255K Buy
2,016
+193
+11% +$24.4K 0.02% 216
2020
Q2
$219K Buy
+1,823
New +$219K 0.02% 232
2019
Q2
Sell
-1,310
Closed -$216K 244
2019
Q1
$216K Hold
1,310
0.02% 230
2018
Q4
$208K Buy
+1,310
New +$208K 0.02% 217
2015
Q3
Sell
-2,061
Closed -$410K 193
2015
Q2
$410K Buy
2,061
+600
+41% +$119K 0.06% 120
2015
Q1
$304K Buy
+1,461
New +$304K 0.07% 117