Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q1
Sell
-736
Closed -$216K 237
2020
Q4
$216K Sell
736
-235
-24% -$69K 0.02% 286
2020
Q3
$230K Sell
971
-1,525
-61% -$361K 0.03% 237
2020
Q2
$496K Buy
2,496
+7
+0.3% +$1.39K 0.06% 161
2020
Q1
$457K Hold
2,489
0.06% 155
2019
Q4
$415K Hold
2,489
0.06% 186
2019
Q3
$326K Hold
2,489
0.06% 221
2019
Q2
$302K Sell
2,489
-176
-7% -$21.4K 0.06% 251
2019
Q1
$328K Hold
2,665
0.07% 209
2018
Q4
$312K Buy
+2,665
New +$312K 0.08% 172