Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q2
Sell
-2,700
Closed -$157K 176
2021
Q1
$157K Buy
2,700
+400
+17% +$23.3K 0.07% 64
2020
Q4
$135K Hold
2,300
0.06% 66
2020
Q3
$137K Hold
2,300
0.07% 62
2020
Q2
$127K Buy
2,300
+1,000
+77% +$55.2K 0.07% 61
2020
Q1
$70K Sell
1,300
-100
-7% -$5.39K 0.06% 71
2019
Q4
$86K Buy
+1,400
New +$86K 0.07% 80