Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q3
Sell
-1,709
Closed -$352K 411
2021
Q2
$352K Buy
1,709
+554
+48% +$114K ﹤0.01% 332
2021
Q1
$233K Sell
1,155
-1,233
-52% -$249K ﹤0.01% 482
2020
Q4
$425K Buy
+2,388
New +$425K ﹤0.01% 418
2020
Q1
Sell
-7,428
Closed -$329K 544
2019
Q4
$329K Buy
7,428
+145
+2% +$6.42K ﹤0.01% 458
2019
Q3
$411K Buy
+7,283
New +$411K ﹤0.01% 431
2018
Q3
Sell
-13,296
Closed -$561K 581
2018
Q2
$561K Sell
13,296
-2,860
-18% -$121K 0.01% 447
2018
Q1
$453K Sell
16,156
-2,519
-13% -$70.6K ﹤0.01% 462
2017
Q4
$382K Buy
+18,675
New +$382K ﹤0.01% 490