Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q2
$490K Sell
5,582
-119
-2% -$10.4K 0.13% 104
2021
Q1
$477K Hold
5,701
0.14% 101
2020
Q4
$537K Hold
5,701
0.16% 99
2020
Q3
$447K Sell
5,701
-300
-5% -$23.5K 0.17% 97
2020
Q2
$500K Hold
6,001
0.19% 83
2020
Q1
$494K Hold
6,001
0.22% 82
2019
Q4
$576K Buy
+6,001
New +$576K 0.23% 74