Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q2
Sell
-1,038
Closed -$46.9K 243
2021
Q1
$46.9K Buy
+1,038
New +$46.9K 0.02% 394
2020
Q1
Sell
-2,327
Closed -$108K 191
2019
Q4
$108K Sell
2,327
-2,451
-51% -$113K 0.06% 208
2019
Q3
$231K Sell
4,778
-77
-2% -$3.72K 0.14% 147
2019
Q2
$223K Sell
4,855
-36
-0.7% -$1.65K 0.13% 162
2019
Q1
$219K Buy
+4,891
New +$219K 0.12% 168