Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q4
Sell
-834
Closed -$51K 1124
2021
Q3
$51K Hold
834
﹤0.01% 1082
2021
Q2
$71K Buy
+834
New +$71K ﹤0.01% 1010
2020
Q4
Sell
-1,588
Closed -$54K 1847
2020
Q3
$54K Sell
1,588
-13
-0.8% -$442 ﹤0.01% 939
2020
Q2
$73K Buy
1,601
+37
+2% +$1.69K ﹤0.01% 840
2020
Q1
$26K Sell
1,564
-871
-36% -$14.5K ﹤0.01% 1133
2019
Q4
$65K Buy
2,435
+804
+49% +$21.5K ﹤0.01% 940
2019
Q3
$47K Buy
+1,631
New +$47K ﹤0.01% 1034