Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q2
$961K Buy
21,646
+2,548
+13% +$113K 0.01% 509
2021
Q1
$891K Hold
19,098
0.01% 569
2020
Q4
$739K Hold
19,098
0.01% 605
2020
Q3
$551K Sell
19,098
-154
-0.8% -$4.44K 0.01% 643
2020
Q2
$516K Sell
19,252
-1,886
-9% -$50.5K 0.01% 893
2020
Q1
$497K Hold
21,138
0.01% 839
2019
Q4
$608K Buy
21,138
+1,311
+7% +$37.7K 0.01% 882
2019
Q3
$556K Sell
19,827
-2,500
-11% -$70.1K 0.01% 916
2019
Q2
$661K Buy
+22,327
New +$661K 0.01% 902