Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q2
Sell
-3,485
Closed -$996K 709
2021
Q1
$996K Sell
3,485
-89
-2% -$25.4K 0.02% 274
2020
Q4
$929K Sell
3,574
-289
-7% -$75.1K 0.02% 244
2020
Q3
$979K Buy
+3,863
New +$979K 0.03% 209
2019
Q1
Hold
0
562
2018
Q4
Sell
-6,389
Closed -$1.54M 581
2018
Q3
$1.54M Buy
+6,389
New +$1.54M 0.06% 147