Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q3
Sell
-667
Closed -$40K 536
2021
Q2
$40K Sell
667
-222
-25% -$13.3K 0.03% 180
2021
Q1
$54K Sell
889
-289
-25% -$17.6K 0.05% 137
2020
Q4
$55K Buy
1,178
+289
+33% +$13.5K 0.04% 132
2020
Q3
$33K Hold
889
0.04% 178
2020
Q2
$32K Hold
889
0.04% 166
2020
Q1
$27K Sell
889
-155
-15% -$4.71K 0.03% 165
2019
Q4
$53K Buy
+1,044
New +$53K 0.07% 145