Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q2
Sell
-265
Closed -$30K 856
2021
Q1
$30K Sell
265
-3,788
-93% -$429K 0.01% 630
2020
Q4
$567K Buy
+4,053
New +$567K 0.09% 258
2020
Q3
Sell
-2,212
Closed -$159K 637
2020
Q2
$159K Sell
2,212
-1,196
-35% -$86K 0.05% 399
2020
Q1
$152K Sell
3,408
-881
-21% -$39.3K 0.03% 515
2019
Q4
$409K Buy
+4,289
New +$409K 0.04% 444