Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q2
Sell
-1,246
Closed -$288K 83
2021
Q1
$288K Sell
1,246
-756
-38% -$175K 0.02% 81
2020
Q4
$343K Buy
2,002
+17
+0.9% +$2.91K 0.03% 72
2020
Q3
$292K Buy
1,985
+385
+24% +$56.6K 0.02% 77
2020
Q2
$222K Buy
+1,600
New +$222K 0.02% 77