Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q2
Sell
-1,250
Closed -$324K 278
2021
Q1
$324K Sell
1,250
-675
-35% -$175K 0.09% 230
2020
Q4
$437K Sell
1,925
-2,305
-54% -$523K 0.13% 222
2020
Q3
$893K Sell
4,230
-1,487
-26% -$314K 0.37% 127
2020
Q2
$991K Sell
5,717
-9,562
-63% -$1.66M 0.54% 60
2020
Q1
$2.07M Buy
15,279
+2,664
+21% +$361K 0.46% 104
2019
Q4
$2.26M Buy
12,615
+5,671
+82% +$1.02M 0.4% 144
2019
Q3
$1.13M Buy
6,944
+5,509
+384% +$896K 0.21% 201
2019
Q2
$246K Buy
+1,435
New +$246K 0.05% 282