Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q3
Sell
-616
Closed -$238K 322
2021
Q2
$238K Sell
616
-861
-58% -$333K 0.06% 259
2021
Q1
$475K Sell
1,477
-4
-0.3% -$1.29K 0.21% 114
2020
Q4
$500K Sell
1,481
-171
-10% -$57.7K 0.24% 100
2020
Q3
$777K Sell
1,652
-423
-20% -$199K 0.43% 66
2020
Q2
$526K Buy
2,075
+112
+6% +$28.4K 0.28% 77
2020
Q1
$287K Buy
1,963
+222
+13% +$32.5K 0.19% 108
2019
Q4
$118K Buy
+1,741
New +$118K 0.07% 245