Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q3
Sell
-5,000
Closed -$268K 420
2021
Q2
$268K Hold
5,000
0.01% 350
2021
Q1
$256K Sell
5,000
-500
-9% -$25.6K 0.01% 353
2020
Q4
$245K Buy
+5,500
New +$245K 0.01% 328
2020
Q1
Sell
-6,650
Closed -$352K 290
2019
Q4
$352K Buy
+6,650
New +$352K 0.02% 236