Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q2
Sell
-4,600
Closed -$887K 122
2021
Q1
$887K Buy
4,600
+2,762
+150% +$533K 0.08% 58
2020
Q4
$371K Buy
1,838
+200
+12% +$40.4K 0.05% 74
2020
Q3
$344K Buy
+1,638
New +$344K 0.05% 75
2019
Q2
Sell
-38
Closed -$6K 136
2019
Q1
$6K Hold
38
0.01% 299
2018
Q4
$6K Buy
+38
New +$6K 0.01% 265