Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q2
Sell
-752
Closed -$256K 300
2021
Q1
$256K Buy
752
+75
+11% +$25.5K 0.03% 219
2020
Q4
$229K Buy
+677
New +$229K 0.02% 219
2019
Q2
Sell
-425
Closed -$55K 196
2019
Q1
$55K Buy
+425
New +$55K 0.01% 188