Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q2
$583K Buy
50,830
+2,799
+6% +$32.1K 0.01% 678
2021
Q1
$562K Hold
48,031
0.01% 748
2020
Q4
$565K Hold
48,031
0.01% 726
2020
Q3
$531K Sell
48,031
-427
-0.9% -$4.72K 0.01% 662
2020
Q2
$495K Buy
48,458
+1,584
+3% +$16.2K 0.01% 901
2020
Q1
$381K Sell
46,874
-47,781
-50% -$388K 0.01% 914
2019
Q4
$1.03M Buy
94,655
+2,845
+3% +$30.8K 0.01% 773
2019
Q3
$895K Buy
91,810
+26,300
+40% +$256K 0.01% 806
2019
Q2
$753K Buy
+65,510
New +$753K 0.01% 876