Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q3
Sell
-175
Closed -$55K 784
2021
Q2
$55K Hold
175
0.05% 137
2021
Q1
$55K Sell
175
-59
-25% -$18.5K 0.06% 134
2020
Q4
$53K Hold
234
0.04% 140
2020
Q3
$68K Hold
234
0.08% 100
2020
Q2
$46K Buy
+234
New +$46K 0.06% 127