Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q2
Sell
-4,341
Closed -$106K 259
2021
Q1
$106K Buy
+4,341
New +$106K 0.05% 251
2020
Q3
Sell
-8,864
Closed -$206K 163
2020
Q2
$206K Sell
8,864
-764
-8% -$17.8K 0.13% 152
2020
Q1
$234K Sell
9,628
-183
-2% -$4.45K 0.18% 120
2019
Q4
$370K Sell
9,811
-3,768
-28% -$142K 0.2% 100
2019
Q3
$511K Sell
13,579
-195
-1% -$7.34K 0.31% 85
2019
Q2
$567K Sell
13,774
-249
-2% -$10.3K 0.32% 85
2019
Q1
$610K Buy
+14,023
New +$610K 0.35% 85