Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q2
Sell
-31
Closed -$3K 450
2021
Q1
$3K Hold
31
﹤0.01% 369
2020
Q4
$3K Buy
+31
New +$3K ﹤0.01% 349
2019
Q1
Hold
0
370
2018
Q4
Sell
-9,957
Closed -$445K 370
2018
Q3
$445K Buy
9,957
+52
+0.5% +$2.32K 0.28% 112
2018
Q2
$435K Buy
9,905
+191
+2% +$8.39K 0.3% 105
2018
Q1
$349K Buy
+9,714
New +$349K 0.25% 122