Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q1
Sell
-311
Closed -$32K 2021
2020
Q4
$32K Sell
311
-63
-17% -$6.48K 0.01% 986
2020
Q3
$28K Sell
374
-155
-29% -$11.6K 0.01% 960
2020
Q2
$29K Buy
529
+58
+12% +$3.18K 0.01% 950
2020
Q1
$22K Sell
471
-513
-52% -$24K 0.01% 974
2019
Q4
$76K Sell
984
-713
-42% -$55.1K 0.02% 539
2019
Q3
$129K Buy
1,697
+794
+88% +$60.4K 0.02% 403
2019
Q2
$55K Sell
903
-749
-45% -$45.6K 0.01% 618
2019
Q1
$115K Buy
1,652
+560
+51% +$39K 0.02% 418
2018
Q4
$61K Buy
1,092
+183
+20% +$10.2K 0.01% 567
2018
Q3
$55K Buy
909
+6
+0.7% +$363 0.01% 669
2018
Q2
$54K Buy
903
+145
+19% +$8.67K 0.01% 657
2018
Q1
$49K Buy
+758
New +$49K 0.01% 689