Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q1
Sell
-1,407
Closed -$371K 323
2020
Q4
$371K Sell
1,407
-166
-11% -$43.8K 0.01% 149
2020
Q3
$375K Sell
1,573
-277
-15% -$66K 0.02% 183
2020
Q2
$392K Sell
1,850
-737
-28% -$156K 0.02% 118
2020
Q1
$448K Sell
2,587
-5
-0.2% -$866 0.02% 111
2019
Q4
$552K Sell
2,592
-197
-7% -$42K 0.04% 108
2019
Q3
$540K Buy
2,789
+2,665
+2,149% +$516K 0.04% 115
2019
Q2
$25K Buy
+124
New +$25K ﹤0.01% 164