Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q2
Sell
-6,047
Closed -$216K 402
2021
Q1
$216K Sell
6,047
-394
-6% -$14.1K 0.02% 333
2020
Q4
$219K Buy
+6,441
New +$219K 0.02% 263
2020
Q1
Sell
-20,577
Closed -$596K 507
2019
Q4
$596K Buy
20,577
+713
+4% +$20.7K 0.05% 254
2019
Q3
$547K Buy
+19,864
New +$547K 0.05% 311