Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q2
Sell
-18,844
Closed -$695K 282
2021
Q1
$695K Sell
18,844
-14,458
-43% -$533K 0.22% 111
2020
Q4
$1.15M Sell
33,302
-230
-0.7% -$7.91K 0.49% 67
2020
Q3
$724K Buy
33,532
+1,568
+5% +$33.9K 0.32% 93
2020
Q2
$497K Sell
31,964
-2,632
-8% -$40.9K 0.21% 119
2020
Q1
$487K Buy
+34,596
New +$487K 0.22% 118