Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q1
Sell
-811
Closed -$88K 42
2020
Q4
$88K Sell
811
-3,879
-83% -$421K 0.9% 31
2020
Q3
$380K Buy
+4,690
New +$380K 7.33% 6
2017
Q4
Sell
-740
Closed -$28K 499
2017
Q3
$28K Buy
740
+194
+36% +$7.34K 0.03% 402
2017
Q2
$19K Buy
+546
New +$19K 0.01% 521
2016
Q1
Sell
-3,709
Closed -$84K 704
2015
Q4
$84K Buy
+3,709
New +$84K 0.08% 315