Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q3
Sell
-8,426
Closed -$286K 1182
2021
Q2
$286K Buy
8,426
+1,903
+29% +$64.6K 0.01% 685
2021
Q1
$209K Sell
6,523
-2,388
-27% -$76.5K 0.01% 744
2020
Q4
$338K Buy
+8,911
New +$338K 0.02% 589
2019
Q1
Sell
-22,373
Closed -$952K 770
2018
Q4
$952K Buy
+22,373
New +$952K 0.17% 142
2018
Q1
Sell
-4,675
Closed -$370K 835
2017
Q4
$370K Buy
+4,675
New +$370K 0.03% 380