Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q2
Sell
-3,484
Closed -$545K 836
2021
Q1
$545K Sell
3,484
-1,109
-24% -$173K ﹤0.01% 583
2020
Q4
$801K Buy
4,593
+969
+27% +$169K 0.01% 476
2020
Q3
$470K Sell
3,624
-256
-7% -$33.2K 0.01% 506
2020
Q2
$429K Sell
3,880
-322
-8% -$35.6K 0.01% 445
2020
Q1
$321K Buy
4,202
+463
+12% +$35.4K ﹤0.01% 490
2019
Q4
$245K Buy
+3,739
New +$245K ﹤0.01% 658