Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q2
Sell
-10,768
Closed -$439K 772
2021
Q1
$439K Sell
10,768
-6,508
-38% -$265K 0.01% 481
2020
Q4
$762K Buy
17,276
+5,883
+52% +$259K 0.02% 325
2020
Q3
$215K Hold
11,393
0.01% 461
2020
Q2
$225K Buy
+11,393
New +$225K 0.01% 461
2019
Q4
Sell
-25,400
Closed -$496K 373
2019
Q3
$496K Buy
25,400
+15,400
+154% +$301K 0.03% 144
2019
Q2
$149K Buy
+10,000
New +$149K 0.02% 128