Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q2
Sell
-1,406
Closed -$118K 1467
2021
Q1
$118K Buy
1,406
+406
+41% +$34.1K 0.01% 545
2020
Q4
$95K Hold
1,000
﹤0.01% 579
2020
Q3
$78K Sell
1,000
-1,700
-63% -$133K 0.01% 516
2020
Q2
$210K Buy
2,700
+100
+4% +$7.78K 0.02% 307
2020
Q1
$204K Sell
2,600
-500
-16% -$39.2K 0.02% 293
2019
Q4
$270K Hold
3,100
0.03% 265
2019
Q3
$271K Buy
+3,100
New +$271K 0.03% 239