Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q2
$299K Sell
5,960
-490
-8% -$24.6K 0.08% 133
2021
Q1
$352K Hold
6,450
0.1% 117
2020
Q4
$364K Buy
+6,450
New +$364K 0.11% 121
2020
Q2
Sell
-6,665
Closed -$206K 157
2020
Q1
$206K Buy
6,665
+315
+5% +$9.74K 0.09% 133
2019
Q4
$236K Buy
+6,350
New +$236K 0.1% 134