Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q3
Sell
-128
Closed -$51K 310
2021
Q2
$51K Sell
128
-49
-28% -$19.5K 0.04% 145
2021
Q1
$62K Hold
177
0.06% 118
2020
Q4
$67K Sell
177
-8
-4% -$3.03K 0.05% 109
2020
Q3
$66K Sell
185
-2
-1% -$714 0.08% 103
2020
Q2
$57K Hold
187
0.07% 106
2020
Q1
$53K Hold
187
0.06% 106
2019
Q4
$55K Buy
+187
New +$55K 0.07% 138