Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q3
Sell
-895
Closed -$182K 320
2021
Q2
$182K Hold
895
0.13% 162
2021
Q1
$195K Hold
895
0.15% 153
2020
Q4
$194K Hold
895
0.16% 146
2020
Q3
$113K Sell
895
-50
-5% -$6.31K 0.11% 162
2020
Q2
$113K Sell
945
-120
-11% -$14.3K 0.12% 158
2020
Q1
$107K Sell
1,065
-180
-14% -$18.1K 0.13% 154
2019
Q4
$157K Buy
+1,245
New +$157K 0.15% 140