Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q2
Sell
-1,396
Closed -$384K 422
2021
Q1
$384K Sell
1,396
-2,913
-68% -$801K 0.01% 501
2020
Q4
$1.27M Buy
4,309
+795
+23% +$234K 0.03% 218
2020
Q3
$922K Buy
3,514
+1,595
+83% +$418K 0.04% 235
2020
Q2
$432K Buy
+1,919
New +$432K 0.02% 320
2020
Q1
Sell
-2,813
Closed -$452K 159
2019
Q4
$452K Buy
+2,813
New +$452K 0.02% 221