Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q1
Sell
-376
Closed -$50K 185
2020
Q4
$50K Buy
376
+349
+1,293% +$46.4K 0.01% 191
2020
Q3
$3K Buy
+27
New +$3K ﹤0.01% 421
2020
Q2
Sell
-1,520
Closed -$142K 517
2020
Q1
$142K Sell
1,520
-4,064
-73% -$380K 0.1% 131
2019
Q4
$798K Sell
5,584
-1,230
-18% -$176K 0.37% 73
2019
Q3
$840K Buy
+6,814
New +$840K 0.33% 100