Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q2
Sell
-2,775
Closed -$232K 247
2021
Q1
$232K Sell
2,775
-649
-19% -$54.3K 0.02% 208
2020
Q4
$324K Sell
3,424
-174
-5% -$16.5K 0.03% 177
2020
Q3
$282K Hold
3,598
0.03% 175
2020
Q2
$279K Sell
3,598
-51
-1% -$3.96K 0.03% 169
2020
Q1
$272K Buy
+3,649
New +$272K 0.03% 163