Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q3
Sell
-9,917
Closed -$205K 473
2021
Q2
$205K Buy
+9,917
New +$205K ﹤0.01% 462
2019
Q1
Sell
-10,054
Closed -$108K 317
2018
Q4
$108K Sell
10,054
-2,435
-19% -$26.2K 0.01% 291
2018
Q3
$220K Hold
12,489
0.01% 299
2018
Q2
$185K Sell
12,489
-1,746
-12% -$25.9K 0.01% 310
2018
Q1
$221K Buy
+14,235
New +$221K 0.02% 307