Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q2
$580K Sell
2,992
-208
-7% -$40.3K ﹤0.01% 1184
2021
Q1
$670K Sell
3,200
-500
-14% -$105K ﹤0.01% 1121
2020
Q4
$753K Buy
3,700
+100
+3% +$20.4K ﹤0.01% 1054
2020
Q3
$500K Buy
3,600
+2,200
+157% +$306K ﹤0.01% 1067
2020
Q2
$231K Buy
+1,400
New +$231K ﹤0.01% 1050