Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q2
Sell
-1,555
Closed -$343K 507
2021
Q1
$343K Sell
1,555
-7
-0.4% -$1.54K 0.03% 390
2020
Q4
$397K Sell
1,562
-191
-11% -$48.5K 0.03% 330
2020
Q3
$375K Sell
1,753
-483
-22% -$103K 0.03% 316
2020
Q2
$448K Buy
2,236
+79
+4% +$15.8K 0.04% 284
2020
Q1
$264K Buy
+2,157
New +$264K 0.03% 337