Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q2
Sell
-921
Closed -$212K 297
2021
Q1
$212K Buy
921
+174
+23% +$40.1K 0.09% 223
2020
Q4
$200K Buy
+747
New +$200K 0.1% 216
2020
Q3
Sell
-631
Closed -$144K 688
2020
Q2
$144K Buy
631
+95
+18% +$21.7K 0.08% 231
2020
Q1
$95K Buy
536
+192
+56% +$34K 0.06% 251
2019
Q4
$54K Buy
+344
New +$54K 0.03% 335