Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q3
Sell
-6,640
Closed -$200K 484
2021
Q2
$200K Sell
6,640
-98
-1% -$2.95K ﹤0.01% 476
2021
Q1
$214K Buy
+6,738
New +$214K 0.01% 393
2020
Q1
Sell
-9,904
Closed -$204K 324
2019
Q4
$204K Buy
+9,904
New +$204K 0.01% 350
2019
Q3
Sell
-11,165
Closed -$232K 350
2019
Q2
$232K Buy
+11,165
New +$232K 0.01% 319