Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q2
Sell
-29
Closed -$5K 1257
2021
Q1
$5K Sell
29
-415
-93% -$71.6K ﹤0.01% 2594
2020
Q4
$78K Buy
444
+321
+261% +$56.4K ﹤0.01% 1248
2020
Q3
$15K Sell
123
-24
-16% -$2.93K ﹤0.01% 1672
2020
Q2
$21K Buy
147
+118
+407% +$16.9K ﹤0.01% 1437
2020
Q1
$3K Sell
29
-1,986
-99% -$205K ﹤0.01% 1977
2019
Q4
$281K Sell
2,015
-27
-1% -$3.77K 0.02% 605
2019
Q3
$287K Buy
+2,042
New +$287K 0.02% 549
2019
Q1
$320K Buy
2,042
+418
+26% +$65.5K 0.04% 440
2018
Q4
$263K Sell
1,624
-444
-21% -$71.9K 0.04% 410
2018
Q3
$412K Hold
2,068
0.06% 227
2018
Q2
$372K Buy
2,068
+67
+3% +$12.1K 0.08% 204
2018
Q1
$332K Hold
2,001
0.08% 203
2017
Q4
$276K Buy
+2,001
New +$276K 0.07% 221
2017
Q1
Sell
-1,075
Closed -$154K 364
2016
Q4
$154K Buy
+1,075
New +$154K 0.05% 217