Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q2
Sell
-10,824
Closed -$301K 292
2021
Q1
$301K Hold
10,824
0.01% 244
2020
Q4
$248K Buy
+10,824
New +$248K 0.01% 265
2018
Q1
Sell
-4,710
Closed -$259K 309
2017
Q4
$259K Sell
4,710
-144
-3% -$7.92K 0.01% 272
2017
Q3
$248K Buy
4,854
+3
+0.1% +$153 0.01% 266
2017
Q2
$226K Sell
4,851
-55
-1% -$2.56K 0.01% 270
2017
Q1
$230K Sell
4,906
-45
-0.9% -$2.11K 0.01% 268
2016
Q4
$217K Buy
+4,951
New +$217K 0.01% 272