Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q2
Sell
-176
Closed -$8K 458
2021
Q1
$8K Sell
176
-216,440
-100% -$9.84M ﹤0.01% 439
2020
Q4
$8.33M Buy
216,616
+57,718
+36% +$2.22M 1.09% 11
2020
Q3
$5.18M Buy
158,898
+135,328
+574% +$4.41M 0.83% 16
2020
Q2
$881K Buy
23,570
+23,393
+13,216% +$874K 0.17% 38
2020
Q1
$6K Buy
177
+5
+3% +$169 ﹤0.01% 354
2019
Q4
$8K Sell
172
-65
-27% -$3.02K ﹤0.01% 365
2019
Q3
$11K Buy
237
+13
+6% +$603 ﹤0.01% 495
2019
Q2
$10K Sell
224
-245
-52% -$10.9K ﹤0.01% 508
2019
Q1
$21K Sell
469
-269
-36% -$12K ﹤0.01% 500
2018
Q4
$29K Buy
738
+3
+0.4% +$118 0.01% 506
2018
Q3
$30K Buy
735
+10
+1% +$408 0.01% 548
2018
Q2
$27K Buy
725
+682
+1,586% +$25.4K ﹤0.01% 558
2018
Q1
$1.22K Sell
43
-542
-93% -$15.4K 0.01% 292
2017
Q4
$23K Sell
585
-1,383
-70% -$54.4K ﹤0.01% 412
2017
Q3
$75K Buy
1,968
+4
+0.2% +$152 0.01% 404
2017
Q2
$77K Buy
1,964
+1,959
+39,180% +$76.8K 0.01% 389
2017
Q1
$144 Hold
5
﹤0.01% 334
2016
Q4
$143 Buy
+5
New +$143 ﹤0.01% 290