Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q2
Sell
-1,560
Closed -$207K 570
2021
Q1
$207K Sell
1,560
-1,601
-51% -$212K ﹤0.01% 687
2020
Q4
$299K Buy
3,161
+737
+30% +$69.7K 0.01% 531
2020
Q3
$223K Buy
+2,424
New +$223K 0.01% 457
2019
Q4
Sell
-3,500
Closed -$308K 345
2019
Q3
$308K Buy
+3,500
New +$308K 0.02% 174