Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q2
Sell
-13,595
Closed -$1.53M 495
2021
Q1
$1.53M Sell
13,595
-1,769
-12% -$198K 0.04% 230
2020
Q4
$1.41M Buy
15,364
+3,119
+25% +$285K 0.03% 198
2020
Q3
$829K Buy
+12,245
New +$829K 0.03% 249