Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q2
Sell
-1,023
Closed -$201K 362
2021
Q1
$201K Buy
+1,023
New +$201K 0.06% 322
2019
Q4
Sell
-2,328
Closed -$343K 243
2019
Q3
$343K Hold
2,328
0.21% 146
2019
Q2
$358K Hold
2,328
0.22% 148
2019
Q1
$318K Sell
2,328
-14
-0.6% -$1.91K 0.29% 102
2018
Q4
$303K Buy
+2,342
New +$303K 0.23% 91