Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q3
Sell
-8,279
Closed -$440K 581
2021
Q2
$440K Sell
8,279
-175
-2% -$9.3K 0.03% 430
2021
Q1
$330K Buy
8,454
+2,338
+38% +$91.3K 0.03% 488
2020
Q4
$298K Buy
+6,116
New +$298K 0.02% 468
2020
Q3
Sell
-15,300
Closed -$119K 570
2020
Q2
$119K Buy
15,300
+1,450
+10% +$11.3K 0.01% 554
2020
Q1
$38K Buy
13,850
+2,850
+26% +$7.82K ﹤0.01% 478
2019
Q4
$135K Buy
+11,000
New +$135K 0.01% 550