Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q3
Sell
-1,197
Closed -$56K 797
2021
Q2
$56K Sell
1,197
-207
-15% -$9.68K 0.05% 134
2021
Q1
$64K Hold
1,404
0.06% 114
2020
Q4
$67K Sell
1,404
-75
-5% -$3.58K 0.05% 112
2020
Q3
$69K Sell
1,479
-6
-0.4% -$280 0.08% 99
2020
Q2
$59K Sell
1,485
-69
-4% -$2.74K 0.07% 103
2020
Q1
$59K Hold
1,554
0.07% 96
2019
Q4
$62K Buy
+1,554
New +$62K 0.08% 130