Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q2
$742K Buy
1,614
+100
+7% +$46K 0.01% 580
2021
Q1
$494K Buy
1,514
+500
+49% +$163K 0.01% 806
2020
Q4
$337K Buy
+1,014
New +$337K ﹤0.01% 943
2020
Q3
Sell
-1,400
Closed -$164K 1474
2020
Q2
$164K Hold
1,400
﹤0.01% 1186
2020
Q1
$123K Hold
1,400
﹤0.01% 1205
2019
Q4
$192K Buy
+1,400
New +$192K ﹤0.01% 1192