Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q2
Sell
-3,752
Closed -$1.21M 780
2021
Q1
$1.21M Sell
3,752
-1,775
-32% -$570K 0.03% 267
2020
Q4
$1.86M Buy
5,527
+686
+14% +$231K 0.04% 163
2020
Q3
$2.28M Sell
4,841
-10,196
-68% -$4.79M 0.09% 110
2020
Q2
$3.81M Buy
+15,037
New +$3.81M 0.19% 74
2020
Q1
Sell
-3,100
Closed -$211K 344
2019
Q4
$211K Buy
3,100
+200
+7% +$13.6K 0.01% 312
2019
Q3
$221K Buy
+2,900
New +$221K 0.01% 190