Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q1
Sell
-2,710
Closed -$586K 371
2020
Q4
$586K Buy
2,710
+139
+5% +$30.1K 0.01% 233
2020
Q3
$325K Hold
2,571
0.01% 221
2020
Q2
$308K Hold
2,571
0.01% 214
2020
Q1
$259K Sell
2,571
-15
-0.6% -$1.51K 0.01% 192
2019
Q4
$327K Hold
2,586
0.01% 183
2019
Q3
$266K Buy
2,586
+15
+0.6% +$1.54K 0.01% 205
2019
Q2
$302K Buy
+2,571
New +$302K 0.01% 179