Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q2
Sell
-2,357
Closed -$499K 438
2021
Q1
$499K Buy
2,357
+718
+44% +$152K ﹤0.01% 319
2020
Q4
$358K Sell
1,639
-410
-20% -$89.6K ﹤0.01% 292
2020
Q3
$410K Buy
2,049
+251
+14% +$50.2K ﹤0.01% 282
2020
Q2
$347K Sell
1,798
-333
-16% -$64.3K ﹤0.01% 261
2020
Q1
$343K Buy
+2,131
New +$343K ﹤0.01% 226