Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q2
Sell
-1,551
Closed -$95K 161
2021
Q1
$95K Sell
1,551
-692
-31% -$42.4K 0.02% 135
2020
Q4
$113K Sell
2,243
-633
-22% -$31.9K 0.03% 131
2020
Q3
$150K Buy
2,876
+145
+5% +$7.56K 0.05% 107
2020
Q2
$143K Buy
+2,731
New +$143K 0.05% 107