Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q1
$257K Sell
5,202
-328
-6% -$16.2K 0.09% 193
2020
Q4
$269K Buy
5,530
+47
+0.9% +$2.29K 0.1% 157
2020
Q3
$275K Sell
5,483
-3,092
-36% -$155K 0.13% 114
2020
Q2
$438K Buy
+8,575
New +$438K 0.21% 74
2019
Q3
Sell
-68
Closed -$2.94K 537
2019
Q2
$2.94K Sell
68
-57
-46% -$2.47K ﹤0.01% 453
2019
Q1
$6K Buy
+125
New +$6K 0.22% 22