Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q2
Sell
-594
Closed -$21K 698
2021
Q1
$21K Buy
594
+3
+0.5% +$106 0.01% 381
2020
Q4
$20K Buy
591
+1
+0.2% +$34 0.01% 355
2020
Q3
$15K Buy
590
+3
+0.5% +$76 0.01% 359
2020
Q2
$15K Buy
+587
New +$15K 0.01% 343
2019
Q4
$35K Buy
+1,208
New +$35K 0.02% 254