Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q2
Sell
-347
Closed -$113K 1166
2021
Q1
$113K Buy
347
+33
+11% +$10.7K 0.02% 455
2020
Q4
$104K Buy
314
+117
+59% +$38.8K 0.02% 439
2020
Q3
$37K Sell
197
-218
-53% -$40.9K 0.01% 634
2020
Q2
$48K Sell
415
-16
-4% -$1.85K 0.02% 518
2020
Q1
$38K Buy
+431
New +$38K 0.02% 524