Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q2
Sell
-53
Closed -$20K 192
2021
Q1
$20K Sell
53
-12
-18% -$4.53K 0.01% 194
2020
Q4
$25K Hold
65
0.01% 184
2020
Q3
$21K Sell
65
-13
-17% -$4.2K 0.01% 193
2020
Q2
$23K Hold
78
0.01% 181
2020
Q1
$18K Hold
78
0.01% 199
2019
Q4
$20K Hold
78
0.01% 248
2019
Q3
$21K Sell
78
-18
-19% -$4.85K 0.01% 240
2019
Q2
$25K Buy
96
+11
+13% +$2.87K 0.01% 238
2019
Q1
$22K Buy
85
+9
+12% +$2.33K 0.01% 222
2018
Q4
$15K Buy
+76
New +$15K 0.01% 257