Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q1
Sell
-10,583
Closed -$126K 244
2020
Q4
$126K Sell
10,583
-6,529
-38% -$77.4K 0.04% 221
2020
Q3
$178K Buy
17,112
+239
+1% +$2.48K 0.07% 204
2020
Q2
$201K Buy
16,873
+2,255
+15% +$26.9K 0.09% 188
2020
Q1
$177K Buy
14,618
+1,666
+13% +$20.2K 0.09% 181
2019
Q4
$189K Sell
12,952
-2,776
-18% -$40.5K 0.08% 202
2019
Q3
$245K Buy
15,728
+634
+4% +$9.88K 0.12% 164
2019
Q2
$237K Buy
15,094
+77
+0.5% +$1.21K 0.1% 195
2019
Q1
$245K Buy
15,017
+3,419
+29% +$55.8K 0.13% 167
2018
Q4
$188K Buy
+11,598
New +$188K 0.12% 170