Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q2
Sell
-2,778
Closed -$376K 143
2021
Q1
$376K Buy
2,778
+382
+16% +$51.7K 0.23% 106
2020
Q4
$406K Buy
+2,396
New +$406K 0.28% 92
2020
Q2
$487K Buy
2,459
+201
+9% +$39.8K 0.43% 65
2020
Q1
$284K Sell
2,258
-61
-3% -$7.67K 0.31% 94
2019
Q4
$346K Buy
+2,319
New +$346K 0.31% 96