Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q2
Sell
-2,535
Closed -$337K 94
2021
Q1
$337K Buy
2,535
+1,007
+66% +$134K 0.14% 76
2020
Q4
$216K Buy
+1,528
New +$216K 0.09% 71
2019
Q3
Sell
-5,067
Closed -$425K 72
2019
Q2
$425K Buy
5,067
+191
+4% +$16K 0.2% 61
2019
Q1
$411K Buy
+4,876
New +$411K 0.2% 64