Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q3
Sell
-5,646
Closed -$612K 1678
2021
Q2
$612K Buy
5,646
+3,513
+165% +$381K 0.06% 392
2021
Q1
$245K Buy
2,133
+573
+37% +$65.8K 0.02% 938
2020
Q4
$282K Sell
1,560
-1,843
-54% -$333K 0.03% 669
2020
Q3
$488K Sell
3,403
-676
-17% -$96.9K 0.08% 297
2020
Q2
$225K Buy
+4,079
New +$225K 0.03% 668
2018
Q2
Sell
-5,386
Closed -$225K 2172
2018
Q1
$225K Buy
+5,386
New +$225K 0.01% 1267