Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q3
Sell
-380
Closed -$12K 495
2021
Q2
$12K Buy
380
+80
+27% +$2.53K 0.01% 266
2021
Q1
$10K Sell
300
-200
-40% -$6.67K 0.01% 264
2020
Q4
$12K Hold
500
0.01% 228
2020
Q3
$10K Sell
500
-800
-62% -$16K 0.01% 213
2020
Q2
$22K Buy
1,300
+1,000
+333% +$16.9K 0.02% 167
2020
Q1
$5K Hold
300
0.01% 288
2019
Q4
$6K Buy
+300
New +$6K 0.01% 278