Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q3
Sell
-1,707
Closed -$45K 262
2021
Q2
$45K Buy
1,707
+17
+1% +$448 0.04% 161
2021
Q1
$41K Buy
1,690
+19
+1% +$461 0.04% 176
2020
Q4
$34K Buy
1,671
+13
+0.8% +$265 0.03% 194
2020
Q3
$29K Buy
1,658
+25
+2% +$437 0.03% 196
2020
Q2
$38K Sell
1,633
-200
-11% -$4.65K 0.05% 145
2020
Q1
$45K Buy
1,833
+37
+2% +$908 0.05% 123
2019
Q4
$68K Buy
+1,796
New +$68K 0.09% 118