Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q3
Sell
-243
Closed -$84K 155
2021
Q2
$84K Buy
+243
New +$84K 0.03% 231
2019
Q2
Sell
-455
Closed -$83K 130
2019
Q1
$83K Hold
455
0.05% 152
2018
Q4
$65K Sell
455
-13
-3% -$1.86K 0.04% 166
2018
Q3
$87K Sell
468
-53
-10% -$9.85K 0.05% 152
2018
Q2
$93K Hold
521
0.06% 147
2018
Q1
$81K Buy
521
+110
+27% +$17.1K 0.06% 155
2017
Q4
$61K Buy
+411
New +$61K 0.05% 190