Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q2
Sell
-671
Closed -$74K 900
2021
Q1
$74K Buy
671
+407
+154% +$44.9K ﹤0.01% 689
2020
Q4
$30K Buy
264
+5
+2% +$568 ﹤0.01% 907
2020
Q3
$27K Sell
259
-651
-72% -$67.9K ﹤0.01% 812
2020
Q2
$91K Buy
910
+5
+0.6% +$500 0.01% 507
2020
Q1
$81K Buy
905
+342
+61% +$30.6K 0.01% 462
2019
Q4
$56K Hold
563
0.01% 600
2019
Q3
$49K Buy
563
+519
+1,180% +$45.2K 0.01% 602
2019
Q2
$4K Sell
44
-40
-48% -$3.64K ﹤0.01% 1256
2019
Q1
$6K Sell
84
-9
-10% -$643 ﹤0.01% 1088
2018
Q4
$6K Buy
93
+12
+15% +$774 ﹤0.01% 1001
2018
Q3
$5K Buy
81
+46
+131% +$2.84K ﹤0.01% 1178
2018
Q2
$3K Hold
35
﹤0.01% 1244
2018
Q1
$2K Sell
35
-114
-77% -$6.51K ﹤0.01% 1323
2017
Q4
$12K Hold
149
﹤0.01% 786
2017
Q3
$12K Buy
+149
New +$12K ﹤0.01% 653