Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q1
Sell
-420
Closed -$103K 302
2020
Q4
$103K Sell
420
-10
-2% -$2.45K 0.03% 138
2020
Q3
$122K Hold
430
0.04% 114
2020
Q2
$115K Hold
430
0.04% 119
2020
Q1
$136K Sell
430
-252
-37% -$79.7K 0.06% 100
2019
Q4
$202K Hold
682
0.07% 113
2019
Q3
$159K Buy
682
+247
+57% +$57.6K 0.06% 120
2019
Q2
$102K Buy
435
+89
+26% +$20.9K 0.04% 153
2019
Q1
$82K Buy
346
+11
+3% +$2.61K 0.03% 163
2018
Q4
$101K Buy
+335
New +$101K 0.04% 150