Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q2
Sell
-658
Closed -$109K 524
2021
Q1
$109K Buy
658
+179
+37% +$29.7K 0.02% 464
2020
Q4
$63K Buy
479
+141
+42% +$18.5K 0.01% 548
2020
Q3
$40K Buy
338
+108
+47% +$12.8K 0.01% 606
2020
Q2
$27K Sell
230
-399
-63% -$46.8K 0.01% 649
2020
Q1
$59K Buy
+629
New +$59K 0.03% 421