Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q2
Sell
-14,755
Closed -$183K 343
2021
Q1
$183K Sell
14,755
-1,005
-6% -$12.5K 0.03% 274
2020
Q4
$173K Sell
15,760
-6,427
-29% -$70.6K 0.03% 266
2020
Q3
$213K Sell
22,187
-2,216
-9% -$21.3K 0.04% 248
2020
Q2
$237K Buy
24,403
+2,738
+13% +$26.6K 0.04% 210
2020
Q1
$170K Buy
+21,665
New +$170K 0.04% 210