Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q3
Sell
-4,319
Closed -$215K 666
2021
Q2
$215K Buy
+4,319
New +$215K 0.01% 633
2020
Q3
Sell
-7,390
Closed -$232K 589
2020
Q2
$232K Sell
7,390
-9,493
-56% -$298K 0.03% 270
2020
Q1
$401K Buy
16,883
+1,067
+7% +$25.3K 0.09% 155
2019
Q4
$683K Buy
15,816
+4,632
+41% +$200K 0.14% 99
2019
Q3
$418K Buy
+11,184
New +$418K 0.09% 190