Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q2
Sell
-50,636
Closed -$2.26M 100
2021
Q1
$2.26M Sell
50,636
-590
-1% -$26.3K 0.48% 51
2020
Q4
$2.36M Sell
51,226
-26,056
-34% -$1.2M 0.51% 49
2020
Q3
$3.64M Sell
77,282
-808
-1% -$38K 0.64% 47
2020
Q2
$3.98M Buy
78,090
+6,187
+9% +$315K 0.87% 45
2020
Q1
$3.41M Buy
+71,903
New +$3.41M 0.91% 43
2019
Q4
Sell
-272
Closed -$15K 179
2019
Q3
$15K Buy
272
+160
+143% +$8.82K ﹤0.01% 230
2019
Q2
$6K Hold
112
﹤0.01% 241
2019
Q1
$6K Hold
112
﹤0.01% 220
2018
Q4
$5K Hold
112
﹤0.01% 236
2018
Q3
$6K Hold
112
﹤0.01% 223
2018
Q2
$6K Hold
112
﹤0.01% 217
2018
Q1
$5K Hold
112
﹤0.01% 229
2017
Q4
$5K Buy
+112
New +$5K ﹤0.01% 266