Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q2
$702K Buy
11,072
+1,646
+17% +$104K 0.66% 43
2021
Q1
$628K Sell
9,426
-639
-6% -$42.6K 0.63% 45
2020
Q4
$691K Buy
10,065
+369
+4% +$25.3K 0.76% 41
2020
Q3
$484K Sell
9,696
-351
-3% -$17.5K 0.65% 44
2020
Q2
$421K Buy
+10,047
New +$421K 0.63% 49