Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q2
Sell
-6,400
Closed -$851K 747
2021
Q1
$851K Hold
6,400
0.01% 1040
2020
Q4
$1.04M Sell
6,400
-4,800
-43% -$779K 0.01% 1079
2020
Q3
$725K Buy
11,200
+400
+4% +$25.9K ﹤0.01% 1103
2020
Q2
$553K Sell
10,800
-1,500
-12% -$76.8K ﹤0.01% 1181
2020
Q1
$494K Buy
+12,300
New +$494K ﹤0.01% 1130