Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q2
Sell
-34,154
Closed -$1.16M 1270
2021
Q1
$1.16M Buy
34,154
+4,629
+16% +$157K 0.04% 257
2020
Q4
$763K Buy
29,525
+2,886
+11% +$74.6K 0.04% 261
2020
Q3
$525K Buy
26,639
+6,069
+30% +$120K 0.03% 295
2020
Q2
$472K Buy
+20,570
New +$472K 0.08% 226