Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q2
Sell
-4,575
Closed -$293K 218
2021
Q1
$293K Buy
+4,575
New +$293K 0.17% 132
2020
Q3
Sell
-3,666
Closed -$219K 219
2020
Q2
$219K Sell
3,666
-1,152
-24% -$68.9K 0.12% 144
2020
Q1
$261K Buy
4,818
+1,267
+36% +$68.6K 0.15% 164
2019
Q4
$236K Sell
3,551
-5,564
-61% -$370K 0.12% 186
2019
Q3
$469K Buy
9,115
+4,538
+99% +$233K 0.41% 76
2019
Q2
$222K Sell
4,577
-1,184
-21% -$57.4K 0.24% 130
2019
Q1
$309K Sell
5,761
-22,417
-80% -$1.2M 0.4% 83
2018
Q4
$1.32M Buy
+28,178
New +$1.32M 0.68% 39