Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q2
Sell
-496
Closed -$13K 171
2021
Q1
$13K Buy
496
+4
+0.8% +$105 ﹤0.01% 338
2020
Q4
$16K Sell
492
-4
-0.8% -$130 ﹤0.01% 289
2020
Q3
$13K Buy
496
+8
+2% +$210 ﹤0.01% 302
2020
Q2
$10K Sell
488
-4
-0.8% -$82 ﹤0.01% 297
2020
Q1
$8K Buy
492
+16
+3% +$260 ﹤0.01% 294
2019
Q4
$11K Sell
476
-180
-27% -$4.16K ﹤0.01% 300
2019
Q3
$13K Buy
656
+4
+0.6% +$79 ﹤0.01% 459
2019
Q2
$12K Sell
652
-716
-52% -$13.2K ﹤0.01% 463
2019
Q1
$21K Sell
1,368
-880
-39% -$13.5K ﹤0.01% 494
2018
Q4
$27K Sell
2,248
-8
-0.4% -$96 0.01% 518
2018
Q3
$29K Buy
+2,256
New +$29K 0.01% 550