Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q2
Sell
-28,282
Closed -$1.26M 160
2021
Q1
$1.26M Sell
28,282
-1,640
-5% -$73.2K 0.2% 113
2020
Q4
$1.38M Sell
29,922
-571
-2% -$26.3K 0.23% 103
2020
Q3
$1.44M Sell
30,493
-32
-0.1% -$1.51K 0.27% 92
2020
Q2
$1.56M Hold
30,525
0.34% 82
2020
Q1
$1.45M Sell
30,525
-1,388
-4% -$65.8K 0.37% 81
2019
Q4
$1.87M Sell
31,913
-80
-0.3% -$4.7K 0.35% 84
2019
Q3
$1.65M Buy
+31,993
New +$1.65M 0.37% 80