Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q2
Sell
-6,203
Closed -$242K 774
2021
Q1
$242K Sell
6,203
-5,115
-45% -$200K 0.01% 609
2020
Q4
$370K Sell
11,318
-5,412
-32% -$177K 0.01% 485
2020
Q3
$336K Buy
16,730
+5,537
+49% +$111K 0.01% 382
2020
Q2
$259K Buy
+11,193
New +$259K 0.01% 429
2019
Q4
Sell
-10,200
Closed -$354K 374
2019
Q3
$354K Buy
10,200
+300
+3% +$10.4K 0.02% 166
2019
Q2
$338K Buy
+9,900
New +$338K 0.04% 98