Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q2
Sell
-452
Closed -$32K 1109
2021
Q1
$32K Buy
+452
New +$32K ﹤0.01% 1032
2020
Q2
Sell
-433
Closed -$14K 779
2020
Q1
$14K Sell
433
-66
-13% -$2.13K ﹤0.01% 824
2019
Q4
$33K Sell
499
-325
-39% -$21.5K ﹤0.01% 635
2019
Q3
$50K Sell
824
-166
-17% -$10.1K 0.01% 534
2019
Q2
$63K Buy
990
+22
+2% +$1.4K 0.01% 459
2019
Q1
$58K Buy
968
+4
+0.4% +$240 0.01% 430
2018
Q4
$39K Sell
964
-529
-35% -$21.4K 0.01% 483
2018
Q3
$107K Sell
1,493
-313
-17% -$22.4K 0.02% 327
2018
Q2
$121K Buy
1,806
+1
+0.1% +$67 0.02% 295
2018
Q1
$91K Sell
1,805
-198
-10% -$9.98K 0.02% 296
2017
Q4
$95K Buy
2,003
+529
+36% +$25.1K 0.02% 264
2017
Q3
$69K Buy
+1,474
New +$69K 0.02% 269