Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q2
Sell
-5,708
Closed -$380K 369
2021
Q1
$380K Hold
5,708
0.06% 244
2020
Q4
$392K Sell
5,708
-1,530
-21% -$105K 0.06% 240
2020
Q3
$361K Sell
7,238
-4,820
-40% -$240K 0.06% 218
2020
Q2
$505K Hold
12,058
0.1% 154
2020
Q1
$186K Buy
+12,058
New +$186K 0.04% 262