Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q2
Sell
-2,066
Closed -$286K 3672
2021
Q1
$286K Sell
2,066
-152
-7% -$21K ﹤0.01% 3171
2020
Q4
$154K Buy
2,218
+1,170
+112% +$81.2K ﹤0.01% 3283
2020
Q3
$65K Buy
1,048
+1
+0.1% +$62 ﹤0.01% 3186
2020
Q2
$66K Buy
+1,047
New +$66K ﹤0.01% 3212