Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q2
Sell
-6,506
Closed -$1.26M 87
2021
Q1
$1.26M Sell
6,506
-175
-3% -$33.9K 0.81% 47
2020
Q4
$1.42M Sell
6,681
-55
-0.8% -$11.7K 0.89% 49
2020
Q3
$1.16M Sell
6,736
-5,824
-46% -$999K 0.82% 55
2020
Q2
$2.41M Buy
12,560
+76
+0.6% +$14.6K 2.05% 14
2020
Q1
$1.84M Buy
+12,484
New +$1.84M 1.71% 26