Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q2
Sell
-4,866
Closed -$213K 728
2021
Q1
$213K Sell
4,866
-7,365
-60% -$322K ﹤0.01% 673
2020
Q4
$470K Sell
12,231
-4,964
-29% -$191K 0.01% 438
2020
Q3
$561K Sell
17,195
-3,462
-17% -$113K 0.02% 300
2020
Q2
$772K Buy
20,657
+6,329
+44% +$237K 0.04% 222
2020
Q1
$524K Buy
14,328
+7,328
+105% +$268K 0.03% 119
2019
Q4
$327K Buy
+7,000
New +$327K 0.01% 264