Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q2
$190K Hold
3,821
0.03% 140
2021
Q1
$182K Sell
3,821
-1,828
-32% -$87.1K 0.03% 133
2020
Q4
$269K Hold
5,649
0.07% 86
2020
Q3
$266K Hold
5,649
0.09% 77
2020
Q2
$288K Hold
5,649
0.11% 73
2020
Q1
$268K Sell
5,649
-800
-12% -$38K 0.15% 61
2019
Q4
$379K Hold
6,449
0.18% 62
2019
Q3
$344K Sell
6,449
-3,442
-35% -$184K 0.31% 38
2019
Q2
$495K Buy
9,891
+3,621
+58% +$181K 0.46% 31
2019
Q1
$328K Sell
6,270
-5,504
-47% -$288K 0.31% 40
2018
Q4
$562K Buy
+11,774
New +$562K 0.62% 22