Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q2
Sell
-6,331
Closed -$201K 404
2021
Q1
$201K Buy
+6,331
New +$201K 0.05% 352
2020
Q1
Sell
-8,206
Closed -$165K 766
2019
Q4
$165K Sell
8,206
-1,210
-13% -$24.3K 0.05% 375
2019
Q3
$182K Buy
9,416
+125
+1% +$2.42K 0.05% 349
2019
Q2
$190K Buy
9,291
+7,197
+344% +$147K 0.05% 344
2019
Q1
$40K Buy
+2,094
New +$40K 0.02% 600