Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q3
Sell
-934
Closed -$221K 453
2021
Q2
$221K Buy
+934
New +$221K 0.02% 367
2020
Q3
Sell
-252
Closed -$47K 418
2020
Q2
$47K Buy
252
+10
+4% +$1.87K 0.01% 467
2020
Q1
$43K Sell
242
-773
-76% -$137K 0.01% 446
2019
Q4
$208K Buy
+1,015
New +$208K 0.04% 235
2019
Q2
Sell
-859
Closed -$138K 330
2019
Q1
$138K Hold
859
0.03% 248
2018
Q4
$163K Buy
+859
New +$163K 0.04% 221