Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q2
Sell
-2,596
Closed -$526K 108
2021
Q1
$526K Buy
2,596
+218
+9% +$44.2K 0.31% 82
2020
Q4
$529K Buy
+2,378
New +$529K 0.32% 75
2020
Q2
Sell
-4,046
Closed -$373K 93
2020
Q1
$373K Sell
4,046
-334
-8% -$30.8K 0.65% 30
2019
Q4
$324K Buy
+4,380
New +$324K 0.18% 73