Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q2
Sell
-171
Closed -$14K 366
2021
Q1
$14K Sell
171
-3,796
-96% -$311K ﹤0.01% 333
2020
Q4
$211K Sell
3,967
-6,553
-62% -$349K 0.03% 113
2020
Q3
$472K Buy
10,520
+10,339
+5,712% +$464K 0.08% 89
2020
Q2
$7K Sell
181
-1
-0.5% -$39 ﹤0.01% 360
2020
Q1
$7K Buy
182
+3
+2% +$115 ﹤0.01% 324
2019
Q4
$10K Sell
179
-69
-28% -$3.86K ﹤0.01% 320
2019
Q3
$13K Buy
248
+5
+2% +$262 ﹤0.01% 464
2019
Q2
$13K Sell
243
-276
-53% -$14.8K ﹤0.01% 459
2019
Q1
$30K Sell
519
-356
-41% -$20.6K 0.01% 427
2018
Q4
$45K Buy
875
+2
+0.2% +$103 0.01% 402
2018
Q3
$55K Buy
873
+12
+1% +$756 0.01% 422
2018
Q2
$54K Buy
861
+772
+867% +$48.4K 0.01% 417
2018
Q1
$1.45K Sell
89
-607
-87% -$9.9K 0.01% 255
2017
Q4
$44K Sell
696
-1,650
-70% -$104K ﹤0.01% 296
2017
Q3
$131K Buy
2,346
+7
+0.3% +$391 0.01% 299
2017
Q2
$135K Buy
2,339
+2,329
+23,290% +$134K 0.01% 285
2017
Q1
$173 Sell
10
-182
-95% -$3.15K ﹤0.01% 290
2016
Q4
$3.23K Buy
+192
New +$3.23K 0.04% 59