Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q2
Sell
-4,223
Closed -$53K 1133
2021
Q1
$53K Sell
4,223
-254
-6% -$3.19K ﹤0.01% 813
2020
Q4
$49K Hold
4,477
﹤0.01% 768
2020
Q3
$43K Buy
+4,477
New +$43K ﹤0.01% 684
2019
Q3
Sell
-1,027
Closed -$13K 1610
2019
Q2
$13K Hold
1,027
﹤0.01% 957
2019
Q1
$13K Hold
1,027
﹤0.01% 886
2018
Q4
$15K Hold
1,027
﹤0.01% 777
2018
Q3
$14K Buy
+1,027
New +$14K ﹤0.01% 863
2018
Q2
Sell
-98
Closed -$1K 1687
2018
Q1
$1K Buy
+98
New +$1K ﹤0.01% 1437