Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q2
Sell
-553
Closed -$65K 224
2021
Q1
$65K Sell
553
-497
-47% -$58.4K 0.04% 81
2020
Q4
$114K Buy
1,050
+4
+0.4% +$434 0.07% 57
2020
Q3
$85K Buy
1,046
+6
+0.6% +$488 0.07% 66
2020
Q2
$59K Buy
1,040
+6
+0.6% +$340 0.05% 73
2020
Q1
$49K Buy
1,034
+5
+0.5% +$237 0.05% 69
2019
Q4
$60K Buy
1,029
+6
+0.6% +$350 0.04% 79
2019
Q3
$48K Buy
1,023
+23
+2% +$1.08K 0.03% 77
2019
Q2
$39K Buy
+1,000
New +$39K 0.03% 84