Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q2
Sell
-4,836
Closed -$306K 287
2021
Q1
$306K Sell
4,836
-16,478
-77% -$1.04M 0.05% 178
2020
Q4
$1.05M Buy
+21,314
New +$1.05M 0.11% 175
2020
Q2
Hold
0
418
2020
Q1
Hold
0
328
2019
Q4
Sell
-81,210
Closed -$3.32M 271
2019
Q3
$3.32M Buy
+81,210
New +$3.32M 0.23% 118