Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q3
Sell
-159
Closed -$39K 202
2021
Q2
$39K Sell
159
-2,071
-93% -$508K 0.01% 238
2021
Q1
$555K Sell
2,230
-1,011
-31% -$252K 0.11% 168
2020
Q4
$746 Buy
3,241
+171
+6% +$39 ﹤0.01% 364
2020
Q3
$780K Buy
3,070
+66
+2% +$16.8K 0.22% 91
2020
Q2
$709 Buy
3,004
+36
+1% +$8 0.1% 144
2020
Q1
$602 Hold
2,968
0.1% 129
2019
Q4
$602K Buy
+2,968
New +$602K 0.09% 148