Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q2
Sell
-5,419
Closed -$235K 376
2021
Q1
$235K Sell
5,419
-432
-7% -$18.7K 0.02% 337
2020
Q4
$247K Sell
5,851
-7,480
-56% -$316K 0.02% 330
2020
Q3
$441K Buy
13,331
+1,270
+11% +$42K 0.04% 263
2020
Q2
$345K Buy
+12,061
New +$345K 0.03% 286