Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q3
Sell
-349
Closed -$52K 375
2021
Q2
$52K Sell
349
-65
-16% -$9.69K 0.04% 144
2021
Q1
$57K Hold
414
0.06% 128
2020
Q4
$50K Buy
414
+65
+19% +$7.85K 0.04% 143
2020
Q3
$36K Hold
349
0.04% 164
2020
Q2
$31K Sell
349
-128
-27% -$11.4K 0.04% 169
2020
Q1
$37K Sell
477
-75
-14% -$5.82K 0.04% 140
2019
Q4
$52K Buy
+552
New +$52K 0.07% 149