Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q2
Sell
-2,500
Closed -$91K 143
2021
Q1
$91K Hold
2,500
0.04% 80
2020
Q4
$92K Sell
2,500
-135
-5% -$4.97K 0.04% 76
2020
Q3
$92K Sell
2,635
-324
-11% -$11.3K 0.05% 75
2020
Q2
$92K Buy
2,959
+324
+12% +$10.1K 0.05% 70
2020
Q1
$82K Sell
2,635
-586
-18% -$18.2K 0.07% 67
2019
Q4
$120K Buy
+3,221
New +$120K 0.1% 71